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

Mid Atlantic Financial 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 Q3	$412K	Sell	4,350 -683	-14%	-$65.1K	0.03%	535
2021 Q2	$492K	Sell	5,033 -1,091	-18%	-$105K	0.03%	472
2021 Q1	$575K	Buy	6,124 +1,338	+28%	+$121K	0.04%	389
2020 Q4	$381K	Sell	4,786 -322	-6%	-$22.9K	0.03%	487
2020 Q3	$353K	Buy	5,108 +453	+10%	+$28.1K	0.03%	453
2020 Q2	$275K	Sell	4,655 -493	-10%	-$26.9K	0.03%	513
2020 Q1	$249K	Sell	5,148 -140	-3%	-$9.01K	0.03%	502
2019 Q4	$383K	Sell	5,288 -64	-1%	-$4.45K	0.04%	468
2019 Q3	$360K	Buy	5,352 +40	+0.8%	+$2.67K	0.04%	444
2019 Q2	$359K	Buy	5,312 +739	+16%	+$49.6K	0.04%	469
2019 Q1	$305K	Buy	4,573 +444	+11%	+$29.5K	0.03%	509
2018 Q4	$248K	Buy	+4,129	New	+$276K	0.03%	526

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

OIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Mid Atlantic Financial Management's SLY Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 14% in Q3 2021, selling an estimated $65.1K and leaving 4,350 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #535.

Mid Atlantic Financial Management first reported a position in SLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $575K in Q1 2021. 226 funds tracked by Wall St. Rank hold SLY as of Q3 2021.

Mid Atlantic Financial Management held 4,350 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $412K as of Q3 2021.
Mid Atlantic Financial Management sold 683 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2021, an estimated $65.1K.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #535 holding.
Mid Atlantic Financial Management 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 12 quarters since.
Mid Atlantic Financial Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $575K in Q1 2021.
226 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 Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.