BWP
SLY

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

Baldwin Wealth Partners’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
2020
Q3 		– Sell
-605
Closed -$36K – 563
2020
Q2 		$36K Hold
605
– – 0.01% 333
2020
Q1 		$29K Buy
+605
New +$38.9K 0.01% 341

Other funds holding SLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $93.7M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldwin Wealth Partners's SLY Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2020, closing a stake of 605 shares — an estimated $36K sold.

Baldwin Wealth Partners first reported a position in SLY in Q1 2020 and held it in 2 quarters. The position peaked at $36K in Q2 2020. 174 funds tracked by Wall St. Rank hold SLY as of Q3 2020.

  • Baldwin Wealth Partners reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 605 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2020, an estimated $36K.
  • Baldwin Wealth Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2020 and held it in 2 quarters.
  • Baldwin Wealth Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $36K in Q2 2020.
  • 174 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 Q3 2020.

Based on Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.