EI
SLY

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

Ellevest Inc’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
2019
Q1 		– Sell
-64
Closed -$4K – 379
2018
Q4 		$4K Buy
+64
New +$4.28K ﹤0.01% 447

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ellevest Inc's SLY Position: Q1 2019 in Review

Ellevest Inc sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2019, closing a stake of 64 shares — an estimated $4K sold.

Ellevest Inc first reported a position in SLY in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 153 funds tracked by Wall St. Rank hold SLY as of Q1 2019.

  • Ellevest Inc reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2019 after selling out during the quarter.
  • Ellevest Inc sold 64 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2019, an estimated $4K.
  • Ellevest Inc first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 1 quarter.
  • Ellevest Inc's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $4K in Q4 2018.
  • 153 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 2019.

Based on Ellevest Inc's 13F filing for Q1 2019, filed 1 May 2019.