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

CIBC Private Wealth 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	-5,229	Closed	-$439K	–	938
2023 Q1	$439K	Buy	+5,229	New	+$454K	﹤0.01%	728
2022 Q4	–	Sell	-13,229	Closed	-$1M	–	975
2022 Q3	$1M	Sell	13,229 -5,050	-28%	-$425K	﹤0.01%	592
2022 Q2	$1.46M	Sell	18,279 -22,950	-56%	-$1.98M	﹤0.01%	544
2022 Q1	$3.86M	Buy	41,229 +38,500	+1,411%	+$3.6M	0.01%	429
2021 Q4	$271K	Hold	2,729	–	–	﹤0.01%	904
2021 Q3	$259K	Hold	2,729	–	–	﹤0.01%	855
2021 Q2	$267K	Hold	2,729	–	–	﹤0.01%	930
2021 Q1	$256K	Hold	2,729	–	–	﹤0.01%	942
2020 Q4	$217K	Buy	+2,729	New	+$194K	﹤0.01%	936

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

CIBC Private Wealth Group's SLY Position: Q2 2023 in Review

CIBC Private Wealth 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 5,229 shares — an estimated $439K sold.

CIBC Private Wealth Group first reported a position in SLY in Q4 2020 and held it in 9 quarters. The position peaked at $3.86M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

CIBC Private Wealth 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.
CIBC Private Wealth Group sold 5,229 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $439K.
CIBC Private Wealth Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2020 and held it in 9 quarters.
CIBC Private Wealth Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.86M in Q1 2022.
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 CIBC Private Wealth Group's 13F filing for Q2 2023, filed 10 Aug 2023.