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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,827
Closed -$1.32M 283
2023
Q1
$1.32M Buy
+15,827
New +$1.37M 0.33% 77
2022
Q3
Sell
-35,996
Closed -$2.88M 543
2022
Q2
$2.88M Buy
35,996
+27,240
+311% +$2.35M 0.27% 76
2022
Q1
$820K Sell
8,756
-20,591
-70% -$1.93M 0.25% 112
2021
Q4
$2.92M Buy
29,347
+23,383
+392% +$2.31M 0.23% 90
2021
Q3
$565K Sell
5,964
-43,157
-88% -$4.11M 0.17% 130
2021
Q2
$4.8M Buy
+49,121
New +$4.74M 0.5% 40

Other funds holding SLY

Advisor Resource Council's SLY Position: Q2 2023 in Review

Advisor Resource Council 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 15,827 shares — an estimated $1.32M sold.

Advisor Resource Council first reported a position in SLY in Q2 2021 and held it in 6 quarters. The position peaked at $4.8M in Q2 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Advisor Resource Council 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.
  • Advisor Resource Council sold 15,827 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.32M.
  • Advisor Resource Council first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2021 and held it in 6 quarters.
  • Advisor Resource Council's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $4.8M in Q2 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 Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.