Essex Private Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Essex Private Wealth Management’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 Q1	–	Sell	-7,889	Closed	-$784K	–	66
2021 Q4	$784K	Hold	7,889	–	–	0.66%	24
2021 Q3	$747K	Hold	7,889	–	–	0.68%	27
2021 Q2	$771K	Hold	7,889	–	–	0.7%	28
2021 Q1	$741K	Hold	7,889	–	–	0.71%	26
2020 Q4	$627K	Hold	7,889	–	–	0.61%	33
2020 Q3	$480K	Hold	7,889	–	–	0.5%	38
2020 Q2	$465K	Hold	7,889	–	–	0.54%	38
2020 Q1	$382K	Hold	7,889	–	–	0.5%	39
2019 Q4	$571K	Buy	+7,889	New	+$548K	0.58%	35

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

OIA

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Private Wealth Management's SLY Position: Q1 2022 in Review

Essex Private Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2022, closing a stake of 7,889 shares — an estimated $784K sold.

Essex Private Wealth Management first reported a position in SLY in Q4 2019 and held it in 9 quarters. The position peaked at $784K in Q4 2021. 268 funds tracked by Wall St. Rank hold SLY as of Q1 2022.

Essex Private Wealth Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 7,889 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2022, an estimated $784K.
Essex Private Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $784K in Q4 2021.
268 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 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.