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

Wealth & Pension Services Group’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 Q3	$386K	Buy	5,742 +17	+0.3%	+$1.14K	0.28%	85
2019 Q2	$387K	Buy	5,725 +19	+0.3%	+$1.27K	0.28%	82
2019 Q1	$380K	Buy	5,706 +14	+0.2%	+$929	0.3%	80
2018 Q4	$341K	Buy	5,692 +967	+20%	+$64.7K	0.31%	75
2018 Q3	$357K	Buy	+4,725	New	+$358K	0.36%	59

Other funds holding SLY

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

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

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

NFC

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

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

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

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

SMM

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

OIA

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

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

Wealth & Pension Services Group's SLY Position: Q3 2019 in Review

Wealth & Pension Services Group increased its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 0.3% in Q3 2019, buying an estimated $1.14K and bringing the position to 5,742 shares worth $386K. The position accounts for 0.28% of the portfolio, ranked #85.

Wealth & Pension Services Group first reported a position in SLY in Q3 2018 and has held it in 5 quarters since. The position peaked at $387K in Q2 2019. 154 funds tracked by Wall St. Rank hold SLY as of Q3 2019.

Wealth & Pension Services Group held 5,742 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $386K as of Q3 2019.
Wealth & Pension Services Group bought 17 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2019, an estimated $1.14K.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.28% of Wealth & Pension Services Group's portfolio in Q3 2019, its #85 holding.
Wealth & Pension Services Group 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 has held it in 5 quarters since.
Wealth & Pension Services Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $387K in Q2 2019.
154 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 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.