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

Kingsview 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
2021 Q1	–	Sell	-20,612	Closed	-$1.64M	–	955
2020 Q4	$1.64M	Sell	20,612 -1,508	-7%	-$107K	0.12%	190
2020 Q3	$1.35M	Buy	22,120 +12,666	+134%	+$785K	0.12%	181
2020 Q2	$558K	Buy	9,454 +2,316	+32%	+$126K	0.06%	306
2020 Q1	$346K	Buy	7,138 +221	+3%	+$14.2K	0.05%	317
2019 Q4	$501K	Buy	+6,917	New	+$481K	0.06%	279
2019 Q2	–	Sell	-4,169	Closed	-$278K	–	543
2019 Q1	$278K	Sell	4,169 -1,521	-27%	-$101K	0.04%	371
2018 Q4	$341K	Sell	5,690 -545	-9%	-$36.4K	0.07%	266
2018 Q3	$471K	Buy	6,235 +36	+0.6%	+$2.73K	0.1%	233
2018 Q2	$448K	Buy	6,199 +1,227	+25%	+$86.5K	0.11%	205
2018 Q1	$331K	Buy	4,972 +642	+15%	+$43.2K	0.08%	248
2017 Q4	$288K	Buy	+4,330	New	+$286K	0.1%	251

Other funds holding SLY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's SLY Position: Q1 2021 in Review

Kingsview Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2021, closing a stake of 20,612 shares — an estimated $1.64M sold.

Kingsview Wealth Management first reported a position in SLY in Q4 2017 and held it in 11 quarters. The position peaked at $1.64M in Q4 2020. 220 funds tracked by Wall St. Rank hold SLY as of Q1 2021.

Kingsview Wealth Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 20,612 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2021, an estimated $1.64M.
Kingsview 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 2017 and held it in 11 quarters.
Kingsview Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.64M in Q4 2020.
220 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 Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.