BWM
SLY

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

BCGM 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
-24,627
Closed -$2.07M – 118
2023
Q1 		$2.07M Sell
24,627
-1,594
-6% -$138K 1.04% 27
2022
Q4 		$2.16M Sell
26,221
-779
-3% -$64.9K 1.05% 26
2022
Q3 		$2.23M Buy
27,000
+804
+3% +$67.7K 1.11% 24
2022
Q2 		$2.31M Sell
26,196
-2,006
-7% -$173K 1.17% 19
2022
Q1 		$2.43M Sell
28,202
-674
-2% -$63.1K 1.32% 17
2021
Q4 		$2.87M Buy
28,876
+89
+0.3% +$8.8K 1.54% 13
2021
Q3 		$2.82M Sell
28,787
-1,094
-4% -$104K 1.57% 13
2021
Q2 		$2.85M Sell
29,881
-2,626
-8% -$254K 1.69% 13
2021
Q1 		$3.01M Sell
32,507
-2,176
-6% -$197K 2.06% 14
2020
Q4 		$3.2M Buy
+34,683
New +$2.47M 2.27% 13

Other funds holding SLY

MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

BCGM 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 24,627 shares — an estimated $2.07M sold.

BCGM Wealth Management first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $3.2M in Q4 2020. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • BCGM 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.
  • BCGM Wealth Management sold 24,627 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $2.07M.
  • BCGM 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 10 quarters.
  • BCGM Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.2M in Q4 2020.
  • 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 BCGM Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.