OPA
SLY

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

Old Port Advisors’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
2018
Q2 		$237K Buy
+3,276
New +$231K 0.13% 144

Other funds holding SLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Port Advisors's SLY Position: Q2 2018 in Review

Old Port Advisors opened a new position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2018: 3,276 shares worth $237K. The stake represents 0.13% of the portfolio and ranks #144 among its holdings.

120 funds tracked by Wall St. Rank hold SLY as of Q2 2018.

  • Old Port Advisors held 3,276 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $237K as of Q2 2018.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new Old Port Advisors position in Q2 2018.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.13% of Old Port Advisors's portfolio in Q2 2018, its #144 holding.
  • 120 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 Q2 2018.

Based on Old Port Advisors's 13F filing for Q2 2018, filed 24 Sep 2018.