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

Graves Light Lenhart Wealth’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 Q3	–	Sell	-1,100	Closed	-$88K	–	642
2022 Q2	$88K	Hold	1,100	–	–	0.01%	248
2022 Q1	$103K	Hold	1,100	–	–	0.01%	264
2021 Q4	$109K	Hold	1,100	–	–	0.02%	282
2021 Q3	$104K	Hold	1,100	–	–	0.02%	270
2021 Q2	$108K	Hold	1,100	–	–	0.02%	265
2021 Q1	$103K	Hold	1,100	–	–	0.02%	272
2020 Q4	$87K	Buy	+1,100	New	+$78.3K	0.02%	292

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

OIA

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Graves Light Lenhart Wealth's SLY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2022, closing a stake of 1,100 shares — an estimated $88K sold.

Graves Light Lenhart Wealth first reported a position in SLY in Q4 2020 and held it in 7 quarters. The position peaked at $109K in Q4 2021. 260 funds tracked by Wall St. Rank hold SLY as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,100 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2022, an estimated $88K.
Graves Light Lenhart Wealth first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $109K in Q4 2021.
260 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 Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.