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

Tortoise Investment Management’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
2022 Q3	–	Sell	-270	Closed	-$22K	–	795
2022 Q2	$22K	Hold	270	–	–	﹤0.01%	417
2022 Q1	$25K	Hold	270	–	–	﹤0.01%	402
2021 Q4	$27K	Hold	270	–	–	0.01%	367
2021 Q3	$26K	Hold	270	–	–	0.01%	356
2021 Q2	$26K	Hold	270	–	–	0.01%	351
2021 Q1	$25K	Buy	+270	New	+$24.5K	0.01%	335

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Tortoise Investment Management's SLY Position: Q3 2022 in Review

Tortoise Investment Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2022, closing a stake of 270 shares — an estimated $22K sold.

Tortoise Investment Management first reported a position in SLY in Q1 2021 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 260 funds tracked by Wall St. Rank hold SLY as of Q3 2022.

Tortoise Investment Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2022 after selling out during the quarter.
Tortoise Investment Management sold 270 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2022, an estimated $22K.
Tortoise Investment Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 6 quarters.
Tortoise Investment Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $27K in Q4 2021.
260 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 2022.

Based on Tortoise Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.