JFA
SLY

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

JNBA 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
2020
Q4 		– Sell
-7
Closed – – 646
2020
Q3 		$0 Hold
7
– – ﹤0.01% 607
2020
Q2 		$0 Hold
7
– – ﹤0.01% 598
2020
Q1 		$0 Hold
7
– – ﹤0.01% 627
2019
Q4 		$1K Buy
+7
New +$487 ﹤0.01% 594

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

JNBA Financial Advisors's SLY Position: Q4 2020 in Review

JNBA Financial Advisors 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 7 shares.

JNBA Financial Advisors first reported a position in SLY in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 206 funds tracked by Wall St. Rank hold SLY as of Q4 2020.

  • JNBA Financial Advisors 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.
  • JNBA Financial Advisors sold 7 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2020.
  • JNBA Financial Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 4 quarters.
  • JNBA Financial Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1K in Q4 2019.
  • 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 JNBA Financial Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.