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

Squar Milner 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
2020 Q2	–	Sell	-407	Closed	-$19K	–	813
2020 Q1	$19K	Buy	+407	New	+$26.2K	0.01%	479

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

Squar Milner Financial Services's SLY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2020, closing a stake of 407 shares — an estimated $19K sold.

Squar Milner Financial Services first reported a position in SLY in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 169 funds tracked by Wall St. Rank hold SLY as of Q2 2020.

Squar Milner 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 2020 after selling out during the quarter.
Squar Milner Financial Services sold 407 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2020, an estimated $19K.
Squar Milner Financial Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2020 and held it in 1 quarter.
Squar Milner Financial Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $19K in Q1 2020.
169 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 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.