BWCS
SLY

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

Beirne Wealth Consulting Services’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
2023
Q1 		– Sell
-462,337
Closed -$2.94M – 119
2022
Q4 		$2.94M Buy
+462,337
New +$38.5M 1.45% 14

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Beirne Wealth Consulting Services's SLY Position: Q1 2023 in Review

Beirne Wealth Consulting Services sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2023, closing a stake of 462,337 shares — an estimated $2.94M sold.

Beirne Wealth Consulting Services first reported a position in SLY in Q4 2022 and held it in 1 quarter. The position peaked at $2.94M in Q4 2022. 284 funds tracked by Wall St. Rank hold SLY as of Q1 2023.

  • Beirne Wealth Consulting Services reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2023 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 462,337 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2023, an estimated $2.94M.
  • Beirne Wealth Consulting Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2022 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.94M in Q4 2022.
  • 284 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 Q1 2023.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2023, filed 10 May 2023.