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

Sutton Wealth Advisors’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
2017 Q4	–	Sell	-798	Closed	-$51.9K	–	1128
2017 Q3	$51.9K	Hold	798	–	–	0.04%	265
2017 Q2	$49.1K	Hold	798	–	–	0.04%	266
2017 Q1	$48.4K	Hold	798	–	–	0.04%	271
2016 Q4	$48.2K	Buy	+798	New	+$46K	0.04%	271

Other funds holding SLY

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Sutton Wealth Advisors's SLY Position: Q4 2017 in Review

Sutton Wealth Advisors sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2017, closing a stake of 798 shares — an estimated $51.9K sold.

Sutton Wealth Advisors first reported a position in SLY in Q4 2016 and held it in 4 quarters. The position peaked at $51.9K in Q3 2017. 114 funds tracked by Wall St. Rank hold SLY as of Q4 2017.

Sutton Wealth Advisors reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2017 after selling out during the quarter.
Sutton Wealth Advisors sold 798 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2017, an estimated $51.9K.
Sutton Wealth Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2016 and held it in 4 quarters.
Sutton Wealth Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $51.9K in Q3 2017.
114 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 Q4 2017.

Based on Sutton Wealth Advisors's 13F filing for Q4 2017, filed 6 Nov 2023.