San Francisco Sentry Investment Group’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

San Francisco Sentry Investment Group’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
2020 Q3	–	Sell	-200	Closed	-$12K	–	711
2020 Q2	$12K	Hold	200	–	–	0.01%	474
2020 Q1	$10K	Hold	200	–	–	0.01%	483
2019 Q4	$14K	Hold	200	–	–	0.01%	532
2019 Q3	$13K	Hold	200	–	–	0.01%	531
2019 Q2	$14K	Hold	200	–	–	0.01%	516
2019 Q1	$13K	Hold	200	–	–	0.01%	551
2018 Q4	$12K	Hold	200	–	–	0.01%	548
2018 Q3	$15K	Hold	200	–	–	0.01%	544
2018 Q2	$14K	Hold	200	–	–	0.01%	544
2018 Q1	$13K	Hold	200	–	–	﹤0.01%	657
2017 Q4	$13K	Buy	+200	New	+$13.2K	﹤0.01%	650

Other funds holding SLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

WCG

Wall Capital Group Phoenix, Arizona $122M AUM

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

San Francisco Sentry Investment Group's SLY Position: Q3 2020 in Review

San Francisco Sentry Investment Group sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2020, closing a stake of 200 shares — an estimated $12K sold.

San Francisco Sentry Investment Group first reported a position in SLY in Q4 2017 and held it in 11 quarters. The position peaked at $15K in Q3 2018. 174 funds tracked by Wall St. Rank hold SLY as of Q3 2020.

San Francisco Sentry Investment Group reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 200 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2020, an estimated $12K.
San Francisco Sentry Investment Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and held it in 11 quarters.
San Francisco Sentry Investment Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $15K in Q3 2018.
174 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 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2020, filed 14 Oct 2020.