CSPIA
SLY
Cary Street Partners Investment Advisory’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-143,372
| Closed | -$12M | – | 1816 |
|
|
2023
Q1 | $12M | Sell |
143,372
-16,585
| -10% | -$1.39M | 0.87% | 24 |
|
|
2022
Q4 | $13.2M | Sell |
159,957
-9,674
| -6% | -$795K | 0.97% | 18 |
|
|
2022
Q3 | $12.8M | Buy |
169,631
+12,108
| +8% | +$916K | 1.06% | 20 |
|
|
2022
Q2 | $12.6M | Buy |
+157,523
| New | +$12.6M | 1.07% | 20 |
|