Householder Group Estate & Retirement Specialist’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$367K	Buy	+4,367	New	+$379K	0.14%	146
2022 Q4	–	Sell	-4,365	Closed	-$330K	–	1251
2022 Q3	$330K	Buy	4,365 +607	+16%	+$51.1K	0.14%	144
2022 Q2	$301K	Hold	3,758	–	–	0.13%	152
2022 Q1	$352K	Buy	3,758 +1	+0%	+$94	0.14%	144
2021 Q4	$374K	Buy	+3,757	New	+$371K	0.14%	146

Other funds holding SLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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 $11.8B AUM 21.23% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SLY Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2023: 4,367 shares worth $367K. The stake represents 0.14% of the portfolio and ranks #146 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in SLY as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in SLY in Q4 2021 and has held it in 5 quarters since. The position peaked at $374K in Q4 2021. 284 funds tracked by Wall St. Rank hold SLY as of Q1 2023.

Householder Group Estate & Retirement Specialist held 4,367 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $367K as of Q1 2023.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.14% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #146 holding.
Householder Group Estate & Retirement Specialist first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2021 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $374K in Q4 2021.
284 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 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.