AWS
SLY

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

AJ Wealth Strategies’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
-9,013
Closed -$757K – 311
2023
Q1 		$757K Sell
9,013
-25,137
-74% -$2.18M 0.04% 144
2022
Q4 		$2.81M Sell
34,150
-39,010
-53% -$3.25M 0.15% 73
2022
Q3 		$5.54M Sell
73,160
-497
-0.7% -$41.9K 0.32% 43
2022
Q2 		$5.9M Buy
+73,657
New +$6.36M 0.31% 39

Other funds holding SLY

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

AJ Wealth Strategies's SLY Position: Q2 2023 in Review

AJ Wealth Strategies 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 9,013 shares — an estimated $757K sold.

AJ Wealth Strategies first reported a position in SLY in Q2 2022 and held it in 4 quarters. The position peaked at $5.9M in Q2 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • AJ Wealth Strategies 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.
  • AJ Wealth Strategies sold 9,013 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $757K.
  • AJ Wealth Strategies first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2022 and held it in 4 quarters.
  • AJ Wealth Strategies's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $5.9M in Q2 2022.
  • 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 AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.