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

Capital Directions Investment 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
2022 Q4	$38.8K	Buy	+472	New	+$39.3K	0.01%	133
2022 Q3	–	Sell	-472	Closed	-$39.7K	–	126
2022 Q2	$38K	Hold	472	–	–	0.01%	143
2022 Q1	$44K	Buy	+472	New	+$44.2K	0.01%	153
2021 Q4	–	Sell	-472	Closed	-$45K	–	259
2021 Q3	$45K	Hold	472	–	–	0.01%	147
2021 Q2	$46K	Buy	+472	New	+$45.6K	0.01%	126
2021 Q1	–	Sell	-630	Closed	-$50K	–	380
2020 Q4	$50K	Hold	630	–	–	0.02%	114
2020 Q3	$38K	Hold	630	–	–	0.01%	119
2020 Q2	$37K	Hold	630	–	–	0.01%	122
2020 Q1	$31K	Hold	630	–	–	0.01%	137
2019 Q4	$46K	Hold	630	–	–	0.01%	142
2019 Q3	$42K	Hold	630	–	–	0.01%	140
2019 Q2	$43K	Hold	630	–	–	0.02%	69
2019 Q1	$42K	Hold	630	–	–	0.01%	71
2018 Q4	$38K	Hold	630	–	–	0.01%	75
2018 Q3	$48K	Buy	+630	New	+$47.7K	0.01%	95
2018 Q2	–	Sell	-630	Closed	-$42K	–	198
2018 Q1	$42K	Hold	630	–	–	0.01%	75
2017 Q4	$42K	Hold	630	–	–	0.01%	72
2017 Q3	$41K	Hold	630	–	–	0.01%	76
2017 Q2	$39K	Hold	630	–	–	0.01%	66
2017 Q1	$38K	Hold	630	–	–	0.01%	66
2016 Q4	$38K	Hold	630	–	–	0.01%	62
2016 Q3	$35K	Hold	630	–	–	0.01%	61
2016 Q2	$33K	Hold	630	–	–	0.01%	61
2016 Q1	$32K	Hold	630	–	–	0.01%	51
2015 Q4	$31K	Hold	630	–	–	0.01%	61
2015 Q3	$31K	Buy	+630	New	+$32.8K	0.01%	51

Other funds holding SLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Directions Investment Advisors's SLY Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2022: 472 shares worth $38.8K. The stake represents 0.01% of the portfolio and ranks #133 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SLY as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SLY in Q3 2015 and has held it in 26 quarters since. The position peaked at $50K in Q4 2020. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

Capital Directions Investment Advisors held 472 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $38.8K as of Q4 2022.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new Capital Directions Investment Advisors position in Q4 2022.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #133 holding.
Capital Directions Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2015 and has held it in 26 quarters since.
Capital Directions Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $50K in Q4 2020.
286 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 Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.