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

Veritable’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	-4,311	Closed	-$404K	–	985
2022 Q1	$404K	Sell	4,311 -750	-15%	-$70.2K	0.01%	625
2021 Q4	$503K	Buy	5,061 +750	+17%	+$74.1K	0.01%	562
2021 Q3	$408K	Hold	4,311	–	–	0.01%	610
2021 Q2	$421K	Hold	4,311	–	–	0.01%	585
2021 Q1	$405K	Buy	4,311 +500	+13%	+$45.3K	0.01%	565
2020 Q4	$303K	Hold	3,811	–	–	0.01%	623
2020 Q3	$232K	Hold	3,811	–	–	﹤0.01%	653
2020 Q2	$225K	Buy	+3,811	New	+$208K	﹤0.01%	678
2020 Q1	–	Sell	-3,811	Closed	-$276K	–	850
2019 Q4	$276K	Hold	3,811	–	–	0.01%	705
2019 Q3	$256K	Hold	3,811	–	–	0.01%	695
2019 Q2	$258K	Hold	3,811	–	–	0.01%	693
2019 Q1	$254K	Hold	3,811	–	–	0.01%	693
2018 Q4	$229K	Hold	3,811	–	–	0.01%	693
2018 Q3	$288K	Buy	+3,811	New	+$289K	0.01%	657

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

Veritable's SLY Position: Q2 2022 in Review

Veritable 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 4,311 shares — an estimated $404K sold.

Veritable first reported a position in SLY in Q3 2018 and held it in 14 quarters. The position peaked at $503K in Q4 2021. 267 funds tracked by Wall St. Rank hold SLY as of Q2 2022.

Veritable 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.
Veritable sold 4,311 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2022, an estimated $404K.
Veritable first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2018 and held it in 14 quarters.
Veritable's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $503K 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 Veritable's 13F filing for Q2 2022, filed 15 Aug 2022.