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

Avior 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	-19	Closed	-$1.6K	–	1708
2023 Q1	$1.6K	Buy	+19	New	+$1.65K	﹤0.01%	1417
2022 Q3	–	Sell	-55	Closed	-$4K	–	1351
2022 Q2	$4K	Hold	55	–	–	﹤0.01%	901
2022 Q1	$5K	Hold	55	–	–	﹤0.01%	917
2021 Q4	$5K	Buy	55 +1	+2%	+$99	﹤0.01%	904
2021 Q3	$5K	Sell	54 -1	-2%	-$95	﹤0.01%	864
2021 Q2	$5K	Buy	55 +1	+2%	+$97	﹤0.01%	829
2021 Q1	$5K	Hold	54	–	–	﹤0.01%	839
2020 Q4	$4K	Buy	+54	New	+$3.85K	﹤0.01%	825

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

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

Avior 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 19 shares — an estimated $1.6K sold.

Avior Wealth Management first reported a position in SLY in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Avior 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.
Avior Wealth Management sold 19 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.6K.
Avior 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 2020 and held it in 8 quarters.
Avior Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $5K in Q1 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 Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.