CPIG
SLY

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

Chicago Partners Investment Group’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
-3,463
Closed -$286K – 725
2023
Q1 		$286K Buy
3,463
+7
+0.2% +$607 0.02% 516
2022
Q4 		$319K Buy
3,456
+145
+4% +$12.1K 0.02% 467
2022
Q3 		$278K Sell
3,311
-3,468
-51% -$292K 0.02% 458
2022
Q2 		$598K Buy
6,779
+246
+4% +$21.2K 0.04% 303
2022
Q1 		$549K Buy
6,533
+8
+0.1% +$749 0.04% 300
2021
Q4 		$601K Buy
6,525
+1,334
+26% +$132K 0.04% 302
2021
Q3 		$538K Buy
5,191
+2,162
+71% +$206K 0.04% 322
2021
Q2 		$286K Buy
3,029
+760
+33% +$73.4K 0.02% 437
2021
Q1 		$219K Buy
+2,269
New +$206K 0.02% 468

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
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

Chicago Partners Investment Group's SLY Position: Q2 2023 in Review

Chicago Partners Investment Group 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 3,463 shares — an estimated $286K sold.

Chicago Partners Investment Group first reported a position in SLY in Q1 2021 and held it in 9 quarters. The position peaked at $601K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Chicago Partners Investment Group 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.
  • Chicago Partners Investment Group sold 3,463 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $286K.
  • Chicago Partners Investment Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 9 quarters.
  • Chicago Partners Investment Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $601K 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 Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.