AAS
SLY

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

Avantax Advisory 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
-24,729
Closed -$2.08M – 1595
2023
Q1 		$2.08M Buy
24,729
+2,665
+12% +$231K 0.03% 435
2022
Q4 		$1.81M Buy
22,064
+890
+4% +$74.2K 0.02% 451
2022
Q3 		$1.6M Sell
21,174
-19,614
-48% -$1.65M 0.02% 425
2022
Q2 		$3.27M Buy
40,788
+21,613
+113% +$1.87M 0.05% 275
2022
Q1 		$1.8M Sell
19,175
-1,926
-9% -$180K 0.02% 400
2021
Q4 		$2.1M Buy
21,101
+1,937
+10% +$191K 0.03% 359
2021
Q3 		$1.82M Sell
19,164
-4,531
-19% -$432K 0.03% 357
2021
Q2 		$2.31M Sell
23,695
-697
-3% -$67.3K 0.04% 301
2021
Q1 		$2.29M Sell
24,392
-3,615
-13% -$328K 0.05% 264
2020
Q4 		$2.23M Sell
28,007
-156,215
-85% -$11.1M 0.05% 250
2020
Q3 		$11.2M Buy
184,222
+13,951
+8% +$864K 0.18% 101
2020
Q2 		$10.1M Buy
170,271
+9,094
+6% +$496K 0.29% 57
2020
Q1 		$7.81M Sell
161,177
-601
-0.4% -$38.7K 0.23% 68
2019
Q4 		$11.7M Buy
+161,778
New +$11.2M 0.27% 57

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avantax Advisory Services's SLY Position: Q2 2023 in Review

Avantax Advisory 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 24,729 shares — an estimated $2.08M sold.

Avantax Advisory Services first reported a position in SLY in Q4 2019 and held it in 14 quarters. The position peaked at $11.7M in Q4 2019. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Avantax Advisory 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.
  • Avantax Advisory Services sold 24,729 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $2.08M.
  • Avantax Advisory Services first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 14 quarters.
  • Avantax Advisory Services's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $11.7M in Q4 2019.
  • 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 Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.