BWA
SLY

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

Burt 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
-2,805
Closed -$236K – 110
2023
Q1 		$236K Hold
2,805
– – 0.07% 94
2022
Q4 		$231K Hold
2,805
– – 0.08% 100
2022
Q3 		$212K Hold
2,805
– – 0.09% 84
2022
Q2 		$225K Hold
2,805
– – 0.08% 86
2022
Q1 		$263K Buy
2,805
+15
+0.5% +$1.4K 0.08% 83
2021
Q4 		$277K Sell
2,790
-484
-15% -$47.8K 0.09% 75
2021
Q3 		$310K Hold
3,274
– – 0.1% 73
2021
Q2 		$320K Hold
3,274
– – 0.12% 68
2021
Q1 		$308K Sell
3,274
-45
-1% -$4.08K 0.11% 71
2020
Q4 		$264K Buy
3,319
+1,460
+79% +$104K 0.09% 74
2020
Q3 		$113K Sell
1,859
-700
-27% -$43.4K 0.04% 119
2020
Q2 		$151K Buy
2,559
+1,341
+110% +$73.2K 0.06% 99
2020
Q1 		$59K Buy
1,218
+1,173
+2,607% +$75.5K 0.03% 154
2019
Q4 		$3K Hold
45
– – ﹤0.01% 315
2019
Q3 		$3K Hold
45
– – ﹤0.01% 314
2019
Q2 		$3K Buy
+45
New +$3.02K ﹤0.01% 314

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

Burt Wealth Advisors's SLY Position: Q2 2023 in Review

Burt 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 2,805 shares — an estimated $236K sold.

Burt Wealth Advisors first reported a position in SLY in Q2 2019 and held it in 16 quarters. The position peaked at $320K in Q2 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Burt 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.
  • Burt Wealth Advisors sold 2,805 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $236K.
  • Burt 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 2019 and held it in 16 quarters.
  • Burt Wealth Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $320K in Q2 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 Burt Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.