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

Lehman & Derafelo Financial Resources’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	$1.85M	Hold	22,519	–	–	0.55%	27
2022 Q3	$1.7M	Hold	22,519	–	–	0.54%	26
2022 Q2	$1.8M	Hold	22,519	–	–	0.56%	25
2022 Q1	$2.11M	Hold	22,519	–	–	0.59%	24
2021 Q4	$2.24M	Hold	22,519	–	–	0.68%	25
2021 Q3	$2.13M	Sell	22,519 -1,234	-5%	-$118K	0.69%	26
2021 Q2	$2.32M	Hold	23,753	–	–	0.63%	27
2021 Q1	$2.23M	Hold	23,753	–	–	0.63%	28
2020 Q4	$1.89M	Hold	23,753	–	–	0.57%	31
2020 Q3	$1.45M	Hold	23,753	–	–	0.46%	37
2020 Q2	$1.4M	Sell	23,753 -4,938	-17%	-$270K	0.49%	42
2020 Q1	$1.39M	Sell	28,691 -864	-3%	-$55.6K	0.58%	30
2019 Q4	$2.14M	Sell	29,555 -247	-0.8%	-$17.2K	0.77%	29
2019 Q3	$2M	Sell	29,802 -425	-1%	-$28.4K	0.77%	28
2019 Q2	$2.06M	Hold	30,227	–	–	0.84%	25
2019 Q1	$2.02M	Buy	30,227 +1,810	+6%	+$120K	0.87%	26
2018 Q4	$1.7M	Buy	+28,417	New	+$1.9M	0.85%	26

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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 $10.2B AUM 16.58% 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 $374B AUM 17.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SLY Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) position steady in Q4 2022 at 22,519 shares worth $1.85M. The position accounts for 0.55% of the portfolio, ranked #27.

Lehman & Derafelo Financial Resources first reported a position in SLY in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.32M in Q2 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

Lehman & Derafelo Financial Resources held 22,519 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $1.85M as of Q4 2022.
Lehman & Derafelo Financial Resources left its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) share count unchanged in Q4 2022.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.55% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #27 holding.
Lehman & Derafelo Financial Resources first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.32M in Q2 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 Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.