Avidian Wealth Enterprises’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Avidian Wealth Enterprises’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,329	Closed	-$218K	–	519
2022 Q1	$218K	Hold	2,329	–	–	0.01%	447
2021 Q4	$232K	Hold	2,329	–	–	0.01%	458
2021 Q3	$221K	Hold	2,329	–	–	0.02%	346
2021 Q2	$228K	Buy	+2,329	New	+$225K	0.02%	348

Other funds holding SLY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Avidian Wealth Enterprises's SLY Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2022, closing a stake of 2,329 shares — an estimated $218K sold.

Avidian Wealth Enterprises first reported a position in SLY in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 267 funds tracked by Wall St. Rank hold SLY as of Q2 2022.

Avidian Wealth Enterprises reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,329 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2022, an estimated $218K.
Avidian Wealth Enterprises first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $232K in Q4 2021.
267 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.