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

Aspire 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	-3,343	Closed	-$281K	–	196
2023 Q1	$281K	Buy	3,343 +152	+5%	+$13.2K	0.23%	68
2022 Q4	$262K	Hold	3,191	–	–	0.23%	68
2022 Q3	$242K	Sell	3,191 -1,147	-26%	-$96.6K	0.23%	72
2022 Q2	$347K	Buy	4,338 +1,109	+34%	+$95.7K	0.32%	58
2022 Q1	$302K	Sell	3,229 -2,671	-45%	-$250K	0.24%	70
2021 Q4	$587K	Buy	+5,900	New	+$583K	0.48%	44

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

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

Aspire 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 3,343 shares — an estimated $281K sold.

Aspire Wealth Management first reported a position in SLY in Q4 2021 and held it in 6 quarters. The position peaked at $587K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Aspire 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.
Aspire Wealth Management sold 3,343 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $281K.
Aspire 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 2021 and held it in 6 quarters.
Aspire Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $587K 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 Aspire Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.