Keeler & Nadler Financial Planning & Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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
2022 Q4	$2.14M	Buy	+26,086	New	+$2.17M	1.94%	15
2021 Q4	$2.48M	Buy	+24,983	New	+$2.47M	2.29%	13

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

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

Ameriprise Minneapolis, Minnesota $432B 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SLY Position: Q4 2022 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2022: 26,086 shares worth $2.14M. The stake represents 1.94% of the portfolio and ranks #15 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in SLY as recently as Q4 2021.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SLY in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.48M in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

Keeler & Nadler Financial Planning & Wealth Management held 26,086 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $2.14M as of Q4 2022.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new Keeler & Nadler Financial Planning & Wealth Management position in Q4 2022.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 1.94% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q4 2022, its #15 holding.
Keeler & Nadler Financial Planning & Wealth Management 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 2 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.48M in Q4 2021.
286 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 2022.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 3 Oct 2024.