JFS
SLY

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

JD Financial Services’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
Q4 		$4.41M Buy
44,353
+4,361
+11% +$431K 3.63% 12
2021
Q3 		$3.79M Buy
39,992
+1,245
+3% +$119K 3.46% 12
2021
Q2 		$3.79M Buy
38,747
+33,013
+576% +$3.19M 3.51% 12
2021
Q1 		$539K Sell
5,734
-83,873
-94% -$7.6M 0.68% 23
2020
Q4 		$7.13M Buy
+89,607
New +$6.38M 7.77% 6

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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JD Financial Services's SLY Position: Q4 2021 in Review

JD Financial Services increased its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 11% in Q4 2021, buying an estimated $431K and bringing the position to 44,353 shares worth $4.41M. The position accounts for 3.63% of the portfolio, ranked #12.

JD Financial Services first reported a position in SLY in Q4 2020 and has held it in 5 quarters since. The position peaked at $7.13M in Q4 2020. 263 funds tracked by Wall St. Rank hold SLY as of Q4 2021.

  • JD Financial Services held 44,353 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $4.41M as of Q4 2021.
  • JD Financial Services bought 4,361 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2021, an estimated $431K.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 3.63% of JD Financial Services's portfolio in Q4 2021, its #12 holding.
  • JD Financial Services 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 has held it in 5 quarters since.
  • JD Financial Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $7.13M in Q4 2020.
  • 263 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 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.