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

Golden State 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	$372K	Buy	3,974 +1,323	+50%	+$124K	0.07%	210
2021 Q4	$263K	Buy	2,651 +323	+14%	+$31.9K	0.05%	312
2021 Q3	$221K	Sell	2,328 -81	-3%	-$7.71K	0.05%	277
2021 Q2	$235K	Buy	+2,409	New	+$233K	0.05%	259
2020 Q4	–	Sell	-1,167	Closed	-$71K	–	456
2020 Q3	$71K	Buy	+1,167	New	+$72.3K	0.02%	301
2020 Q2	–	Sell	-1,784	Closed	-$86K	–	1038
2020 Q1	$86K	Buy	+1,784	New	+$115K	0.04%	274
2019 Q4	–	Sell	-1,110	Closed	-$75K	–	1122
2019 Q3	$75K	Hold	1,110	–	–	0.02%	357
2019 Q2	$75K	Hold	1,110	–	–	0.02%	382
2019 Q1	$74K	Buy	+1,110	New	+$73.7K	0.02%	372

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Golden State Wealth Management's SLY Position: Q1 2022 in Review

Golden State Wealth Management increased its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 50% in Q1 2022, buying an estimated $124K and bringing the position to 3,974 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #210.

Golden State Wealth Management first reported a position in SLY in Q1 2019 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SLY as of Q1 2022.

Golden State Wealth Management held 3,974 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $372K as of Q1 2022.
Golden State Wealth Management bought 1,323 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2022, an estimated $124K.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.07% of Golden State Wealth Management's portfolio in Q1 2022, its #210 holding.
Golden State Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2019 and has held it in 9 quarters since.
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 Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.