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

Atlas Private Wealth Advisors’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	-121,036	Closed	-$10.2M	–	191
2023 Q1	$10.2M	Buy	121,036 +16,508	+16%	+$1.43M	4.7%	6
2022 Q4	$8.59M	Buy	104,528 +21,309	+26%	+$1.78M	4.58%	6
2022 Q3	$6.3M	Buy	83,219 +11,376	+16%	+$958K	3.78%	7
2022 Q2	$5.75M	Buy	+71,843	New	+$6.2M	3.45%	7

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

Atlas Private Wealth Advisors's SLY Position: Q2 2023 in Review

Atlas Private Wealth Advisors 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 121,036 shares — an estimated $10.2M sold.

Atlas Private Wealth Advisors first reported a position in SLY in Q2 2022 and held it in 4 quarters. The position peaked at $10.2M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Atlas Private Wealth Advisors 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.
Atlas Private Wealth Advisors sold 121,036 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $10.2M.
Atlas Private Wealth Advisors 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.
Atlas Private Wealth Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $10.2M 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 Atlas Private Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.