JP Morgan Private Wealth Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-95,220
| Closed | -$8M | – | 1974 |
|
|
2023
Q1 | $8M | Sell |
95,220
-1,516
| -2% | -$132K | 0.02% | 484 |
|
|
2022
Q4 | $7.95M | Buy |
96,736
+12,728
| +15% | +$1.06M | 0.02% | 473 |
|
|
2022
Q3 | $6.36M | Buy |
84,008
+5,167
| +7% | +$435K | 0.02% | 502 |
|
|
2022
Q2 | $6.31M | Buy |
78,841
+13,105
| +20% | +$1.13M | 0.02% | 512 |
|
|
2022
Q1 | $6.15M | Buy |
65,736
+8,036
| +14% | +$752K | 0.01% | 557 |
|
|
2021
Q4 | $5.74M | Buy |
57,700
+14,505
| +34% | +$1.43M | 0.01% | 577 |
|
|
2021
Q3 | $4.09M | Sell |
43,195
-13,086
| -23% | -$1.25M | 0.01% | 646 |
|
|
2021
Q2 | $5.5M | Buy |
56,281
+14,490
| +35% | +$1.4M | 0.01% | 567 |
|
|
2021
Q1 | $3.93M | Sell |
41,791
-373
| -0.9% | -$33.8K | 0.01% | 568 |
|
|
2020
Q4 | $3.35M | Buy |
42,164
+7,197
| +21% | +$513K | 0.01% | 582 |
|
|
2020
Q3 | $2.13M | Sell |
34,967
-9,642
| -22% | -$597K | 0.01% | 635 |
|
|
2020
Q2 | $2.63M | Sell |
44,609
-5,557
| -11% | -$303K | 0.01% | 514 |
|
|
2020
Q1 | $2.43M | Sell |
50,166
-12,537
| -20% | -$807K | 0.01% | 495 |
|
|
2019
Q4 | $4.54M | Buy |
62,703
+1,431
| +2% | +$99.5K | 0.02% | 442 |
|
|
2019
Q3 | $4.12M | Sell |
61,272
-1,062
| -2% | -$71K | 0.02% | 448 |
|
|
2019
Q2 | $4.22M | Sell |
62,334
-2,593
| -4% | -$174K | 0.02% | 425 |
|
|
2019
Q1 | $4.33M | Buy |
64,927
+2,340
| +4% | +$155K | 0.02% | 433 |
|
|
2018
Q4 | $3.75M | Sell |
62,587
-7,861
| -11% | -$526K | 0.02% | 420 |
|
|
2018
Q3 | $5.32M | Buy |
70,448
+8,759
| +14% | +$664K | 0.03% | 412 |
|
|
2018
Q2 | $4.46M | Buy |
61,689
+407
| +0.7% | +$28.7K | 0.03% | 421 |
|
|
2018
Q1 | $4.08M | Sell |
61,282
-324
| -0.5% | -$21.8K | 0.03% | 363 |
|
|
2017
Q4 | $4.1M | Sell |
61,606
-2,904
| -5% | -$192K | 0.03% | 355 |
|
|
2017
Q3 | $4.2M | Sell |
64,510
-1,614
| -2% | -$99.3K | 0.03% | 337 |
|
|
2017
Q2 | $4.07M | Sell |
66,124
-41,670
| -39% | -$2.53M | 0.03% | 340 |
|
|
2017
Q1 | $6.54M | Buy |
107,794
+9,924
| +10% | +$601K | 0.05% | 274 |
|
|
2016
Q4 | $5.91M | Buy |
97,870
+53,802
| +122% | +$3.1M | 0.05% | 257 |
|
|
2016
Q3 | $2.46M | Buy |
44,068
+5,970
| +16% | +$327K | 0.02% | 392 |
|
|
2016
Q2 | $1.99M | Buy |
38,098
+8,000
| +27% | +$410K | 0.02% | 442 |
|
|
2016
Q1 | $1.52M | Buy |
30,098
+14
| +0% | +$656 | 0.01% | 464 |
|
|
2015
Q4 | $1.49M | Buy |
30,084
+576
| +2% | +$29.7K | 0.02% | 439 |
|
|
2015
Q3 | $1.44M | Buy |
29,508
+7,294
| +33% | +$380K | 0.02% | 391 |
|
|
2015
Q2 | $1.2M | Buy |
22,214
+268
| +1% | +$14.6K | 0.01% | 463 |
|
|
2015
Q1 | $1.19M | Buy |
21,946
+4,726
| +27% | +$249K | 0.01% | 479 |
|
|
2014
Q4 | $900K | Buy |
+17,220
| New | +$881K | 0.01% | 554 |
|
Other funds holding SLY
JP Morgan Private Wealth Advisors's SLY Position: Q2 2023 in Review
JP Morgan Private Wealth Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 95,220 shares — an estimated $8M sold.
JP Morgan Private Wealth Advisors first reported a position in SLY in Q4 2014 and held it in 34 quarters. The position peaked at $8M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.
- JP Morgan Private Wealth Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 95,220 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $8M.
- JP Morgan Private Wealth Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2014 and held it in 34 quarters.
- JP Morgan Private Wealth Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $8M in Q1 2023.
- 3 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 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.