BBA
SLY

Braun-Bostich & Associates’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Braun-Bostich & Associates’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
-23
Closed -$1K – 363
2020
Q2 		$1K Hold
23
– – ﹤0.01% 317
2020
Q1 		$1K Hold
23
– – ﹤0.01% 299
2019
Q4 		$2K Buy
+23
New +$1.6K ﹤0.01% 302
2019
Q3 		– Sell
-23
Closed -$2K – 330
2019
Q2 		$2K Hold
23
– – ﹤0.01% 305
2019
Q1 		$2K Buy
+23
New +$1.53K ﹤0.01% 305

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

Braun-Bostich & Associates's SLY Position: Q3 2020 in Review

Braun-Bostich & Associates 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 23 shares — an estimated $1K sold.

Braun-Bostich & Associates first reported a position in SLY in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 174 funds tracked by Wall St. Rank hold SLY as of Q3 2020.

  • Braun-Bostich & Associates 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.
  • Braun-Bostich & Associates sold 23 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2020, an estimated $1K.
  • Braun-Bostich & Associates first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2019 and held it in 5 quarters.
  • Braun-Bostich & Associates's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2K in Q4 2019.
  • 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 Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.