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

Tradition Wealth 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 Q2	–	Sell	-142	Closed	-$13K	–	1175
2022 Q1	$13K	Hold	142	–	–	﹤0.01%	843
2021 Q4	$14K	Hold	142	–	–	﹤0.01%	833
2021 Q3	$13K	Hold	142	–	–	﹤0.01%	854
2021 Q2	$14K	Hold	142	–	–	﹤0.01%	865
2021 Q1	$13K	Hold	142	–	–	﹤0.01%	728
2020 Q4	$11K	Buy	+142	New	+$10.1K	﹤0.01%	724

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

OIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Tradition Wealth Management's SLY Position: Q2 2022 in Review

Tradition Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2022, closing a stake of 142 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in SLY in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 267 funds tracked by Wall St. Rank hold SLY as of Q2 2022.

Tradition Wealth Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 142 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2022, an estimated $13K.
Tradition Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $14K in Q4 2021.
267 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 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.