CWP
SLY

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

CFM Wealth Partners’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
-20,854
Closed -$1.75M – 169
2023
Q1 		$1.75M Buy
20,854
+734
+4% +$63.7K 0.47% 58
2022
Q4 		$1.65M Buy
20,120
+78
+0.4% +$6.5K 0.5% 55
2022
Q3 		$1.52M Buy
20,042
+530
+3% +$44.6K 0.48% 55
2022
Q2 		$1.56M Sell
19,512
-559
-3% -$48.3K 0.47% 55
2022
Q1 		$1.88M Buy
20,071
+1,008
+5% +$94.4K 0.45% 58
2021
Q4 		$1.91M Sell
19,063
-458
-2% -$45.3K 0.43% 57
2021
Q3 		$1.85M Buy
19,521
+389
+2% +$37.1K 0.47% 52
2021
Q2 		$1.87M Buy
19,132
+436
+2% +$42.1K 0.5% 49
2021
Q1 		$1.76M Buy
18,696
+4,882
+35% +$442K 0.53% 48
2020
Q4 		$1.1M Buy
13,814
+576
+4% +$41K 0.35% 64
2020
Q3 		$805K Sell
13,238
-1,116
-8% -$69.1K 0.29% 70
2020
Q2 		$847K Sell
14,354
-502
-3% -$27.4K 0.32% 63
2020
Q1 		$719K Buy
14,856
+274
+2% +$17.6K 0.33% 60
2019
Q4 		$1.08M Buy
+14,582
New +$1.01M 0.4% 55

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

CFM Wealth Partners's SLY Position: Q2 2023 in Review

CFM Wealth Partners 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 20,854 shares — an estimated $1.75M sold.

CFM Wealth Partners first reported a position in SLY in Q4 2019 and held it in 14 quarters. The position peaked at $1.91M in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • CFM Wealth Partners 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.
  • CFM Wealth Partners sold 20,854 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.75M.
  • CFM Wealth Partners 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.
  • CFM Wealth Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.91M in Q4 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 CFM Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.