HR
SLY

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

Howe & Rusling’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
2020
Q4 		– Sell
-2,095
Closed -$128K – 1036
2020
Q3 		$128K Hold
2,095
– – 0.02% 187
2020
Q2 		$124K Buy
+2,095
New +$114K 0.02% 177

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $93.7M AUM

Howe & Rusling's SLY Position: Q4 2020 in Review

Howe & Rusling sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2020, closing a stake of 2,095 shares — an estimated $128K sold.

Howe & Rusling first reported a position in SLY in Q2 2020 and held it in 2 quarters. The position peaked at $128K in Q3 2020. 206 funds tracked by Wall St. Rank hold SLY as of Q4 2020.

  • Howe & Rusling reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 2,095 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2020, an estimated $128K.
  • Howe & Rusling 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 held it in 2 quarters.
  • Howe & Rusling's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $128K in Q3 2020.
  • 206 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 Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.