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

Reston Wealth Management’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 Q1	–	Sell	-2,122	Closed	-$211K	–	67
2021 Q4	$211K	Buy	+2,122	New	+$210K	0.1%	59
2021 Q3	–	Sell	-2,104	Closed	-$206K	–	57
2021 Q2	$206K	Buy	+2,104	New	+$203K	0.1%	52
2019 Q3	–	Sell	-3,217	Closed	-$218K	–	55
2019 Q2	$218K	Sell	3,217 -555	-15%	-$37.3K	0.17%	45
2019 Q1	$259K	Buy	+3,772	New	+$250K	0.21%	42

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

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

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

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

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

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

Reston Wealth Management's SLY Position: Q1 2022 in Review

Reston Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2022, closing a stake of 2,122 shares — an estimated $211K sold.

Reston Wealth Management first reported a position in SLY in Q1 2019 and held it in 4 quarters. The position peaked at $259K in Q1 2019. 268 funds tracked by Wall St. Rank hold SLY as of Q1 2022.

Reston Wealth Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2022 after selling out during the quarter.
Reston Wealth Management sold 2,122 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2022, an estimated $211K.
Reston Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2019 and held it in 4 quarters.
Reston Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $259K in Q1 2019.
268 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 Q1 2022.

Based on Reston Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.