Carmichael Hill & Associates’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Carmichael Hill & Associates’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	-1,500	Closed	-$126K	–	821
2023 Q1	$126K	Hold	1,500	–	–	0.06%	211
2022 Q4	$123K	Hold	1,500	–	–	0.06%	211
2022 Q3	$114K	Hold	1,500	–	–	0.06%	209
2022 Q2	$120K	Hold	1,500	–	–	0.06%	214
2022 Q1	$140K	Hold	1,500	–	–	0.06%	206
2021 Q4	$149K	Hold	1,500	–	–	0.07%	212
2021 Q3	$142K	Hold	1,500	–	–	0.07%	208
2021 Q2	$147K	Hold	1,500	–	–	0.07%	198
2021 Q1	$141K	Hold	1,500	–	–	0.08%	190
2020 Q4	$119K	Hold	1,500	–	–	0.07%	198
2020 Q3	$91K	Hold	1,500	–	–	0.06%	227
2020 Q2	$89K	Hold	1,500	–	–	0.07%	210
2020 Q1	$73K	Sell	1,500 -1,000	-40%	-$64.4K	0.06%	206
2019 Q4	$181K	Buy	+2,500	New	+$174K	0.13%	138

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

Carmichael Hill & Associates's SLY Position: Q2 2023 in Review

Carmichael Hill & Associates 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 1,500 shares — an estimated $126K sold.

Carmichael Hill & Associates first reported a position in SLY in Q4 2019 and held it in 14 quarters. The position peaked at $181K in Q4 2019. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Carmichael Hill & Associates 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.
Carmichael Hill & Associates sold 1,500 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $126K.
Carmichael Hill & Associates 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.
Carmichael Hill & Associates's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $181K 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 Carmichael Hill & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.