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

Affinia Financial 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
2023 Q2	–	Sell	-34,557	Closed	-$2.85M	–	38
2023 Q1	$2.85M	Buy	34,557 +5,400	+19%	+$468K	2.11%	7
2022 Q4	$2.49M	Buy	29,157 +2,651	+10%	+$221K	2.12%	6
2022 Q3	$2.05M	Buy	+26,506	New	+$2.23M	2.32%	5

Other funds holding SLY

Mathes Company New York $322M AUM 37.57% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Affinia Financial Group's SLY Position: Q2 2023 in Review

Affinia Financial Group 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 34,557 shares — an estimated $2.85M sold.

Affinia Financial Group first reported a position in SLY in Q3 2022 and held it in 3 quarters. The position peaked at $2.85M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Affinia Financial Group 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.
Affinia Financial Group sold 34,557 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $2.85M.
Affinia Financial Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2022 and held it in 3 quarters.
Affinia Financial Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.85M in Q1 2023.
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 Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.