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

Hoover Financial Advisors’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
2021 Q2	$5.3M	Sell	54,182 -128	-0.2%	-$12.4K	0.94%	23
2021 Q1	$5.16M	Buy	54,310 +2,389	+5%	+$216K	0.97%	23
2020 Q4	$4.55M	Sell	51,921 -2,730	-5%	-$194K	1.14%	16
2020 Q3	$3.33M	Sell	54,651 -18,565	-25%	-$1.15M	1.1%	18
2020 Q2	$4.32M	Buy	+73,216	New	+$4M	1.66%	14

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Hoover Financial Advisors's SLY Position: Q2 2021 in Review

Hoover Financial Advisors reduced its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 0.24% in Q2 2021, selling an estimated $12.4K and leaving 54,182 shares worth $5.3M. The position accounts for 0.94% of the portfolio, ranked #23.

Hoover Financial Advisors first reported a position in SLY in Q2 2020 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold SLY as of Q2 2021.

Hoover Financial Advisors held 54,182 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $5.3M as of Q2 2021.
Hoover Financial Advisors sold 128 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2021, an estimated $12.4K.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.94% of Hoover Financial Advisors's portfolio in Q2 2021, its #23 holding.
Hoover Financial Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2020 and has held it in 5 quarters since.
233 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 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.