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

PrairieView Partners’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 Q3	–	Sell	-29	Closed	-$2K	–	494
2022 Q2	$2K	Hold	29	–	–	﹤0.01%	420
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	397
2021 Q4	$3K	Sell	29 -2	-6%	-$198	﹤0.01%	381
2021 Q3	$3K	Hold	31	–	–	﹤0.01%	328
2021 Q2	$3K	Hold	31	–	–	﹤0.01%	319
2021 Q1	$3K	Sell	31 -112	-78%	-$10.1K	﹤0.01%	326
2020 Q4	$11K	Hold	143	–	–	﹤0.01%	245
2020 Q3	$9K	Hold	143	–	–	﹤0.01%	249
2020 Q2	$8K	Buy	143 +1	+0.7%	+$55	﹤0.01%	245
2020 Q1	$7K	Buy	+142	New	+$9.14K	﹤0.01%	243

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

PrairieView Partners's SLY Position: Q3 2022 in Review

PrairieView Partners sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2022, closing a stake of 29 shares — an estimated $2K sold.

PrairieView Partners first reported a position in SLY in Q1 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2020. 260 funds tracked by Wall St. Rank hold SLY as of Q3 2022.

PrairieView Partners reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2022 after selling out during the quarter.
PrairieView Partners sold 29 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2022, an estimated $2K.
PrairieView Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2020 and held it in 10 quarters.
PrairieView Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $11K in Q4 2020.
260 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 2022.

Based on PrairieView Partners's 13F filing for Q3 2022, filed 1 Nov 2022.