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

Annapolis Financial Services’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	-323	Closed	-$27.1K	–	504
2023 Q1	$27.1K	Hold	323	–	–	0.01%	223
2022 Q4	$26.6K	Hold	323	–	–	0.01%	222
2022 Q3	$24K	Hold	323	–	–	0.01%	239
2022 Q2	$26K	Sell	323 -26	-7%	-$2.24K	0.01%	224
2022 Q1	$33K	Hold	349	–	–	0.01%	219
2021 Q4	$35K	Buy	+349	New	+$34.5K	0.01%	220

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

Annapolis Financial Services's SLY Position: Q2 2023 in Review

Annapolis Financial Services 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 323 shares — an estimated $27.1K sold.

Annapolis Financial Services first reported a position in SLY in Q4 2021 and held it in 6 quarters. The position peaked at $35K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Annapolis Financial Services 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.
Annapolis Financial Services sold 323 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $27.1K.
Annapolis Financial Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2021 and held it in 6 quarters.
Annapolis Financial Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $35K 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 Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.