D.A. Davidson & Co’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-56,852
Closed -$4.78M 1434
2023
Q1
$4.78M Buy
56,852
+1,443
+3% +$125K 0.05% 260
2022
Q4
$4.56M Buy
55,409
+8,425
+18% +$702K 0.05% 268
2022
Q3
$3.56M Buy
46,984
+1,147
+3% +$96.6K 0.05% 284
2022
Q2
$3.67M Buy
45,837
+844
+2% +$72.9K 0.05% 291
2022
Q1
$4.21M Buy
44,993
+202
+0.5% +$18.9K 0.05% 289
2021
Q4
$4.45M Buy
44,791
+1,156
+3% +$114K 0.05% 288
2021
Q3
$4.13M Sell
43,635
-112
-0.3% -$10.7K 0.05% 287
2021
Q2
$4.28M Sell
43,747
-751
-2% -$72.5K 0.05% 285
2021
Q1
$4.18M Buy
+44,498
New +$4.03M 0.05% 273
2020
Q2
Sell
-31,424
Closed -$1.52M 1048
2020
Q1
$1.52M Buy
31,424
+401
+1% +$25.8K 0.03% 370
2019
Q4
$2.25M Buy
31,023
+9,558
+45% +$664K 0.04% 342
2019
Q3
$1.44M Buy
21,465
+4,212
+24% +$282K 0.03% 409
2019
Q2
$1.17M Buy
17,253
+2,762
+19% +$185K 0.02% 436
2019
Q1
$904K Buy
14,491
+6,566
+83% +$436K 0.02% 526
2018
Q4
$475K Sell
7,925
-8,704
-52% -$582K 0.01% 666
2018
Q3
$1.25M Sell
16,629
-20,316
-55% -$1.54M 0.02% 458
2018
Q2
$2.67M Sell
36,945
-16,333
-31% -$1.15M 0.05% 282
2018
Q1
$3.54M Sell
53,278
-914
-2% -$61.6K 0.07% 221
2017
Q4
$3.6M Buy
54,192
+948
+2% +$62.6K 0.08% 213
2017
Q3
$3.46M Buy
53,244
+444
+0.8% +$27.3K 0.07% 251
2017
Q2
$3.25M Buy
52,800
+2,036
+4% +$124K 0.07% 218
2017
Q1
$3.08M Buy
50,764
+2,122
+4% +$128K 0.07% 217
2016
Q4
$2.94M Buy
48,642
+3,944
+9% +$227K 0.07% 274
2016
Q3
$2.49M Sell
44,698
-494
-1% -$27.1K 0.06% 287
2016
Q2
$2.36M Buy
45,192
+4,324
+11% +$221K 0.07% 262
2016
Q1
$2.07M Buy
40,868
+2,184
+6% +$102K 0.06% 276
2015
Q4
$1.91M Buy
38,684
+1,976
+5% +$102K 0.06% 282
2015
Q3
$1.79M Buy
36,708
+54
+0.1% +$2.81K 0.06% 285
2015
Q2
$1.99M Sell
36,654
-502
-1% -$27.3K 0.07% 268
2015
Q1
$2.02M Buy
37,156
+10,000
+37% +$526K 0.07% 265
2014
Q4
$1.42M Sell
27,156
-664
-2% -$34K 0.05% 336
2014
Q3
$1.37M Buy
27,820
+1,112
+4% +$56.9K 0.05% 347
2014
Q2
$1.4M Sell
26,708
-286
-1% -$14.5K 0.05% 346
2014
Q1
$1.4M Sell
26,994
-524
-2% -$26.6K 0.05% 321
2013
Q4
$1.41M Buy
27,518
+1,646
+6% +$82.5K 0.05% 310
2013
Q3
$1.24M Buy
25,872
+162
+0.6% +$7.52K 0.06% 308
2013
Q2
$1.12M Buy
+25,710
New +$1.1M 0.05% 304

Other funds holding SLY

D.A. Davidson & Co's SLY Position: Q2 2023 in Review

D.A. Davidson & Co 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 56,852 shares — an estimated $4.78M sold.

D.A. Davidson & Co first reported a position in SLY in Q2 2013 and held it in 37 quarters. The position peaked at $4.78M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • D.A. Davidson & Co 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.
  • D.A. Davidson & Co sold 56,852 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $4.78M.
  • D.A. Davidson & Co first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2013 and held it in 37 quarters.
  • D.A. Davidson & Co's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $4.78M in Q1 2023.
  • 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 D.A. Davidson & Co's 13F filing for Q2 2023, filed 11 Aug 2023.