CA
SLY

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

CoreCap 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 		$11.9K Buy
+145
New +$12.1K ﹤0.01% 1491
2022
Q3 		– Sell
-145
Closed -$12K – 2366
2022
Q2 		$12K Buy
+145
New +$12.5K ﹤0.01% 1438
2022
Q1 		– Sell
-145
Closed -$14K – 2379
2021
Q4 		$14K Buy
+145
New +$14.3K ﹤0.01% 1451

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CoreCap Advisors's SLY Position: Q4 2022 in Review

CoreCap 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: 145 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in SLY as recently as Q2 2022.

CoreCap Advisors first reported a position in SLY in Q4 2021 and has held it in 3 quarters since. The position peaked at $14K in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

  • CoreCap Advisors held 145 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $11.9K as of Q4 2022.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new CoreCap 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 CoreCap Advisors's portfolio in Q4 2022, its #1491 holding.
  • CoreCap Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $14K in Q4 2021.
  • 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 CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.