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

MUFG Americas’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	–	Sell	-400	Closed	-$30K	–	912
2022 Q3	$30K	Hold	400	–	–	﹤0.01%	563
2022 Q2	$32K	Hold	400	–	–	﹤0.01%	557
2022 Q1	$37K	Hold	400	–	–	﹤0.01%	580
2021 Q4	$40K	Hold	400	–	–	﹤0.01%	591
2021 Q3	$38K	Hold	400	–	–	﹤0.01%	563
2021 Q2	$39K	Hold	400	–	–	﹤0.01%	516
2021 Q1	$38K	Buy	+400	New	+$36.2K	﹤0.01%	530

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

MUFG Americas's SLY Position: Q4 2022 in Review

MUFG Americas sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2022, closing a stake of 400 shares — an estimated $30K sold.

MUFG Americas first reported a position in SLY in Q1 2021 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

MUFG Americas reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 400 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2022, an estimated $30K.
MUFG Americas first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 7 quarters.
MUFG Americas's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $40K 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 MUFG Americas's 13F filing for Q4 2022.