WW
SLY

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

Westshore Wealth’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
Q4 		$6.04M Buy
+83,349
New +$5.79M 6.65% 3

Other funds holding SLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Westshore Wealth's SLY Position: Q4 2019 in Review

Westshore Wealth opened a new position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2019: 83,349 shares worth $6.04M. The stake represents 6.65% of the portfolio and ranks #3 among its holdings.

175 funds tracked by Wall St. Rank hold SLY as of Q4 2019.

  • Westshore Wealth held 83,349 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $6.04M as of Q4 2019.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) was a new Westshore Wealth position in Q4 2019.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 6.65% of Westshore Wealth's portfolio in Q4 2019, its #3 holding.
  • 175 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 Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.