Beaumont Financial Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Beaumont Financial Advisors’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
2021 Q3	–	Sell	-4,071	Closed	-$390K	–	395
2021 Q2	$390K	Buy	4,071 +2,161	+113%	+$209K	0.03%	250
2021 Q1	$179K	Sell	1,910 -1,389	-42%	-$126K	0.02%	332
2020 Q4	$262K	Sell	3,299 -9,203	-74%	-$655K	0.02%	289
2020 Q3	$760K	Buy	12,502 +5,884	+89%	+$364K	0.07%	162
2020 Q2	$391K	Sell	6,618 -2,523	-28%	-$138K	0.04%	205
2020 Q1	$443K	Sell	9,141 -3,545	-28%	-$228K	0.06%	155
2019 Q4	$919K	Buy	12,686 +8,569	+208%	+$596K	0.09%	139
2019 Q3	$277K	Hold	4,117	–	–	0.03%	226
2019 Q2	$278K	Hold	4,117	–	–	0.03%	203
2019 Q1	$274K	Sell	4,117 -428	-9%	-$28.4K	0.03%	195
2018 Q4	$273K	Buy	+4,545	New	+$304K	0.04%	164

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Beaumont Financial Advisors's SLY Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2021, closing a stake of 4,071 shares — an estimated $390K sold.

Beaumont Financial Advisors first reported a position in SLY in Q4 2018 and held it in 11 quarters. The position peaked at $919K in Q4 2019. 226 funds tracked by Wall St. Rank hold SLY as of Q3 2021.

Beaumont Financial Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 4,071 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2021, an estimated $390K.
Beaumont Financial Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 11 quarters.
Beaumont Financial Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $919K in Q4 2019.
226 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 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.