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

Glassman Wealth Services’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 Q2	–	Sell	-20	Closed	-$2K	–	2144
2022 Q1	$2K	Buy	+20	New	+$1.87K	﹤0.01%	1303
2021 Q4	–	Sell	-20	Closed	-$2K	–	2064
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	1258
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	1217
2021 Q1	$2K	Buy	+20	New	+$1.81K	﹤0.01%	1178

Other funds holding SLY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Glassman Wealth Services's SLY Position: Q2 2022 in Review

Glassman Wealth Services sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2022, closing a stake of 20 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in SLY in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 267 funds tracked by Wall St. Rank hold SLY as of Q2 2022.

Glassman Wealth Services reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 20 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2022, an estimated $2K.
Glassman Wealth Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 4 quarters.
Glassman Wealth Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2K in Q1 2022.
267 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 Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.