Lincoln National Corp’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Lincoln National Corp’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	-2,902	Closed	-$230K	–	839
2020 Q4	$230K	Sell	2,902 -2,992	-51%	-$213K	0.01%	658
2020 Q3	$359K	Sell	5,894 -150	-2%	-$9.29K	0.01%	456
2020 Q2	$357K	Sell	6,044 -2,275	-27%	-$124K	0.01%	455
2020 Q1	$403K	Sell	8,319 -2,721	-25%	-$175K	0.02%	380
2019 Q4	$800K	Sell	11,040 -1,454	-12%	-$101K	0.03%	304
2019 Q3	$840K	Sell	12,494 -683	-5%	-$45.7K	0.03%	254
2019 Q2	$891K	Sell	13,177 -1,507	-10%	-$101K	0.03%	223
2019 Q1	$979K	Sell	14,684 -8,433	-36%	-$560K	0.04%	201
2018 Q4	$1.39M	Buy	23,117 +6,302	+37%	+$421K	0.06%	134
2018 Q3	$1.27M	Buy	16,815 +1,017	+6%	+$77.1K	0.04%	150
2018 Q2	$1.14M	Buy	15,798 +2,928	+23%	+$207K	0.04%	154
2018 Q1	$856K	Buy	12,870 +7,988	+164%	+$538K	0.03%	182
2017 Q4	$325K	Buy	+4,882	New	+$322K	0.01%	475

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

Lincoln National Corp's SLY Position: Q1 2021 in Review

Lincoln National Corp 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 2,902 shares — an estimated $230K sold.

Lincoln National Corp first reported a position in SLY in Q4 2017 and held it in 13 quarters. The position peaked at $1.39M in Q4 2018. 220 funds tracked by Wall St. Rank hold SLY as of Q1 2021.

Lincoln National Corp 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.
Lincoln National Corp sold 2,902 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2021, an estimated $230K.
Lincoln National Corp 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 13 quarters.
Lincoln National Corp's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.39M in Q4 2018.
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 Lincoln National Corp's 13F filing for Q1 2021, filed 10 May 2021.