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

Accel 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
2023 Q2	–	Sell	-300	Closed	-$25.2K	–	947
2023 Q1	$25.2K	Hold	300	–	–	0.01%	642
2022 Q4	$24.7K	Hold	300	–	–	0.01%	503
2022 Q3	$24K	Hold	300	–	–	0.01%	512
2022 Q2	$24K	Hold	300	–	–	0.01%	504
2022 Q1	$28K	Hold	300	–	–	0.01%	491
2021 Q4	$30K	Hold	300	–	–	0.01%	491
2021 Q3	$28K	Hold	300	–	–	0.02%	437
2021 Q2	$29K	Hold	300	–	–	0.02%	449
2021 Q1	$28K	Hold	300	–	–	0.02%	430
2020 Q4	$24K	Buy	+300	New	+$21.4K	0.02%	451

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Accel Wealth Management's SLY Position: Q2 2023 in Review

Accel Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 300 shares — an estimated $25.2K sold.

Accel Wealth Management first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Accel 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 2023 after selling out during the quarter.
Accel Wealth Management sold 300 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $25.2K.
Accel 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 10 quarters.
Accel Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $30K in Q4 2021.
3 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 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.