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

Private Wealth Advisors (Pennsylvania)’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
2015 Q4	–	Sell	-18,828	Closed	-$918K	–	132
2015 Q3	$918K	Buy	18,828 +76	+0.4%	+$3.96K	0.46%	63
2015 Q2	$1.02M	Buy	+18,752	New	+$1.02M	0.46%	63

Other funds holding SLY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s SLY Position: Q4 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2015, closing a stake of 18,828 shares — an estimated $918K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in SLY in Q2 2015 and held it in 2 quarters. The position peaked at $1.02M in Q2 2015. 61 funds tracked by Wall St. Rank hold SLY as of Q4 2015.

Private Wealth Advisors (Pennsylvania) reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2015 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 18,828 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2015, an estimated $918K.
Private Wealth Advisors (Pennsylvania) first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2015 and held it in 2 quarters.
Private Wealth Advisors (Pennsylvania)'s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.02M in Q2 2015.
61 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 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2015, filed 5 Feb 2016.