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

Sowell Financial Services’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	-5,616	Closed	-$544K	–	3221
2021 Q1	$544K	Buy	5,616 +2,539	+83%	+$230K	0.02%	614
2020 Q4	$245K	Sell	3,077 -177	-5%	-$12.6K	0.01%	769
2020 Q3	$198K	Sell	3,254 -8	-0.2%	-$496	0.01%	731
2020 Q2	$193K	Buy	3,262 +3	+0.1%	+$164	0.01%	739
2020 Q1	$158K	Sell	3,259 -1,715	-34%	-$110K	0.01%	718
2019 Q4	$360K	Sell	4,974 -165	-3%	-$11.5K	0.03%	544
2019 Q3	$345K	Buy	+5,139	New	+$344K	0.03%	497
2019 Q1	$355K	Sell	5,328 -49	-0.9%	-$3.25K	0.04%	417
2018 Q4	$322K	Buy	+5,377	New	+$360K	0.05%	371

Other funds holding SLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's SLY Position: Q2 2021 in Review

Sowell Financial Services 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 5,616 shares — an estimated $544K sold.

Sowell Financial Services first reported a position in SLY in Q4 2018 and held it in 9 quarters. The position peaked at $544K in Q1 2021. 233 funds tracked by Wall St. Rank hold SLY as of Q2 2021.

Sowell Financial Services 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.
Sowell Financial Services sold 5,616 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2021, an estimated $544K.
Sowell Financial Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $544K 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 Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.