GA
SLY

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

Gateway Advisory’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
-68,703
Closed -$4.98M – 82
2019
Q4 		$4.98M Buy
68,703
+31,720
+86% +$2.21M 1.23% 24
2019
Q3 		$2.49M Sell
36,983
-32,947
-47% -$2.2M 0.84% 26
2019
Q2 		$4.73M Sell
69,930
-15,469
-18% -$1.04M 1.22% 26
2019
Q1 		$5.69M Buy
+85,399
New +$5.67M 1.48% 22
2014
Q1 		– Sell
-121,810
Closed -$6.25M – 51
2013
Q4 		$6.25M Sell
121,810
-1,132
-0.9% -$56.7K 3.45% 8
2013
Q3 		$5.89M Buy
122,942
+7,888
+7% +$366K 3.34% 10
2013
Q2 		$5M Buy
+115,054
New +$4.9M 2.99% 11

Other funds holding SLY

PNC Financial Services Group
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
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

Gateway Advisory's SLY Position: Q1 2020 in Review

Gateway Advisory 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 68,703 shares — an estimated $4.98M sold.

Gateway Advisory first reported a position in SLY in Q2 2013 and held it in 7 quarters. The position peaked at $6.25M in Q4 2013. 173 funds tracked by Wall St. Rank hold SLY as of Q1 2020.

  • Gateway Advisory 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.
  • Gateway Advisory sold 68,703 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2020, an estimated $4.98M.
  • Gateway Advisory first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2013 and held it in 7 quarters.
  • Gateway Advisory's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $6.25M in Q4 2013.
  • 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 Gateway Advisory's 13F filing for Q1 2020, filed 7 Apr 2020.