PCIA
SLY

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

Prime Capital Investment 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
2021
Q2 		– Sell
-115
Closed -$11K – 576
2021
Q1 		$11K Buy
115
+11
+11% +$997 ﹤0.01% 415
2020
Q4 		$8K Hold
104
– – ﹤0.01% 413
2020
Q3 		$6K Hold
104
– – ﹤0.01% 415
2020
Q2 		$6K Buy
+104
New +$5.68K ﹤0.01% 436

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prime Capital Investment Advisors's SLY Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2021, closing a stake of 115 shares — an estimated $11K sold.

Prime Capital Investment Advisors first reported a position in SLY in Q2 2020 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 233 funds tracked by Wall St. Rank hold SLY as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 115 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2021, an estimated $11K.
  • Prime Capital Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2020 and held it in 4 quarters.
  • Prime Capital Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $11K in Q1 2021.
  • 233 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 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.