Creative Financial Designs’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Creative Financial Designs’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	-927	Closed	-$77.9K	–	1525
2023 Q1	$77.9K	Buy	927 +15	+2%	+$1.3K	0.01%	507
2022 Q4	$74.9K	Buy	912 +197	+28%	+$16.4K	0.01%	504
2022 Q3	$54K	Sell	715 -586	-45%	-$49.3K	0.01%	538
2022 Q2	$104K	Buy	1,301 +746	+134%	+$64.4K	0.02%	431
2022 Q1	$52K	Buy	555 +95	+21%	+$8.89K	0.01%	562
2021 Q4	$46K	Buy	460 +88	+24%	+$8.7K	0.01%	590
2021 Q3	$35K	Buy	+372	New	+$35.4K	0.01%	702
2020 Q1	–	Sell	-88	Closed	-$6K	–	637
2019 Q4	$6K	Hold	88	–	–	﹤0.01%	458
2019 Q3	$6K	Hold	88	–	–	﹤0.01%	462
2019 Q2	$6K	Buy	88 +1	+1%	+$67	﹤0.01%	455
2019 Q1	$6K	Hold	87	–	–	﹤0.01%	442
2018 Q4	$5K	Hold	87	–	–	﹤0.01%	442
2018 Q3	$7K	Buy	87 +1	+1%	+$76	﹤0.01%	488
2018 Q2	$6K	Hold	86	–	–	﹤0.01%	539
2018 Q1	$6K	Hold	86	–	–	﹤0.01%	492
2017 Q4	$6K	Buy	86 +2	+2%	+$132	﹤0.01%	488
2017 Q3	$6K	Hold	84	–	–	﹤0.01%	494
2017 Q2	$5K	Hold	84	–	–	﹤0.01%	538
2017 Q1	$5K	Buy	+84	New	+$5.09K	﹤0.01%	500

Other funds holding SLY

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

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

Creative Financial Designs's SLY Position: Q2 2023 in Review

Creative Financial Designs 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 927 shares — an estimated $77.9K sold.

Creative Financial Designs first reported a position in SLY in Q1 2017 and held it in 19 quarters. The position peaked at $104K in Q2 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Creative Financial Designs 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.
Creative Financial Designs sold 927 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $77.9K.
Creative Financial Designs first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2017 and held it in 19 quarters.
Creative Financial Designs's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $104K in Q2 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 Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.