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

Wealth Advisors of Tampa Bay’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
2019 Q1	–	Sell	-6,725	Closed	-$404K	–	76
2018 Q4	$404K	Hold	6,725	–	–	0.33%	54
2018 Q3	$507K	Sell	6,725 -2,115	-24%	-$160K	0.36%	49
2018 Q2	$646K	Hold	8,840	–	–	0.49%	48
2018 Q1	$587K	Buy	8,840 +120	+1%	+$8.08K	0.42%	49
2017 Q4	$589K	Buy	+8,720	New	+$576K	0.4%	51

Other funds holding SLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SMM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SLY Position: Q1 2019 in Review

Wealth Advisors of Tampa Bay sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q1 2019, closing a stake of 6,725 shares — an estimated $404K sold.

Wealth Advisors of Tampa Bay first reported a position in SLY in Q4 2017 and held it in 5 quarters. The position peaked at $646K in Q2 2018. 153 funds tracked by Wall St. Rank hold SLY as of Q1 2019.

Wealth Advisors of Tampa Bay reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q1 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 6,725 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q1 2019, an estimated $404K.
Wealth Advisors of Tampa Bay first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $646K in Q2 2018.
153 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 Q1 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2019, filed 9 May 2019.