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

Capital Advisors Ltd’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 Q1	–	Sell	-400	Closed	-$29K	–	485
2019 Q4	$29K	Hold	400	–	–	0.01%	285
2019 Q3	$27K	Hold	400	–	–	0.01%	287
2019 Q2	$27K	Hold	400	–	–	0.01%	317
2019 Q1	$27K	Hold	400	–	–	0.01%	319
2018 Q4	$24K	Hold	400	–	–	0.01%	328
2018 Q3	$30K	Hold	400	–	–	0.01%	339
2018 Q2	$29K	Hold	400	–	–	0.01%	263
2018 Q1	$27K	Hold	400	–	–	0.01%	262
2017 Q4	$27K	Hold	400	–	–	0.01%	261
2017 Q3	$26K	Hold	400	–	–	0.01%	265
2017 Q2	$25K	Hold	400	–	–	0.01%	270
2017 Q1	$24K	Hold	400	–	–	0.01%	249
2016 Q4	$24K	Hold	400	–	–	0.01%	245
2016 Q3	$22K	Hold	400	–	–	0.01%	246
2016 Q2	$21K	Hold	400	–	–	0.01%	242
2016 Q1	$20K	Hold	400	–	–	0.01%	236
2015 Q4	$20K	Hold	400	–	–	0.01%	227
2015 Q3	$20K	Hold	400	–	–	0.01%	223
2015 Q2	$22K	Hold	400	–	–	0.01%	240
2015 Q1	$22K	Hold	400	–	–	0.01%	228
2014 Q4	$21K	Hold	400	–	–	0.01%	221
2014 Q3	$19K	Hold	400	–	–	0.01%	235
2014 Q2	$21K	Hold	400	–	–	0.01%	234
2014 Q1	$21K	Hold	400	–	–	0.01%	234
2013 Q4	$21K	Buy	+400	New	+$20K	0.01%	199

Other funds holding SLY

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

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

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

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

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

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

OIA

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

Capital Advisors Ltd's SLY Position: Q1 2020 in Review

Capital Advisors Ltd sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2020, closing a stake of 400 shares — an estimated $29K sold.

Capital Advisors Ltd first reported a position in SLY in Q4 2013 and held it in 25 quarters. The position peaked at $30K in Q3 2018. 173 funds tracked by Wall St. Rank hold SLY as of Q1 2020.

Capital Advisors Ltd reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2020 after selling out during the quarter.
Capital Advisors Ltd sold 400 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2020, an estimated $29K.
Capital Advisors Ltd first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2013 and held it in 25 quarters.
Capital Advisors Ltd's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $30K in Q3 2018.
173 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 2020.

Based on Capital Advisors Ltd's 13F filing for Q1 2020, filed 8 May 2020.