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

Simplicity Solutions’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 Q1	–	Sell	-18,025	Closed	-$1.43M	–	1041
2020 Q4	$1.43M	Buy	18,025 +8,933	+98%	+$636K	0.02%	462
2020 Q3	$553K	Sell	9,092 -655	-7%	-$40.6K	0.01%	608
2020 Q2	$575K	Sell	9,747 -288	-3%	-$15.7K	0.01%	605
2020 Q1	$486K	Sell	10,035 -181	-2%	-$11.7K	0.02%	493
2019 Q4	$740K	Sell	10,216 -4,659	-31%	-$324K	0.02%	452
2019 Q3	$1M	Sell	14,875 -4,458	-23%	-$298K	0.04%	296
2019 Q2	$1.31M	Buy	19,333 +7,141	+59%	+$479K	0.06%	206
2019 Q1	$813K	Buy	12,192 +6,434	+112%	+$427K	0.05%	285
2018 Q4	$345K	Buy	5,758 +2,355	+69%	+$157K	0.04%	408
2018 Q3	$257K	Buy	+3,403	New	+$258K	0.01%	440

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Simplicity Solutions's SLY Position: Q1 2021 in Review

Simplicity Solutions sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2021, closing a stake of 18,025 shares — an estimated $1.43M sold.

Simplicity Solutions first reported a position in SLY in Q3 2018 and held it in 10 quarters. The position peaked at $1.43M in Q4 2020. 220 funds tracked by Wall St. Rank hold SLY as of Q1 2021.

Simplicity Solutions reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 18,025 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2021, an estimated $1.43M.
Simplicity Solutions first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2018 and held it in 10 quarters.
Simplicity Solutions's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.43M in Q4 2020.
220 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 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.