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

Denver Wealth Management’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	-21,431	Closed	-$1.8M	–	83
2023 Q1	$1.8M	Buy	+21,431	New	+$1.86M	1.25%	23

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

Denver Wealth Management's SLY Position: Q2 2023 in Review

Denver Wealth Management 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 21,431 shares — an estimated $1.8M sold.

Denver Wealth Management first reported a position in SLY in Q1 2023 and held it in 1 quarter. The position peaked at $1.8M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Denver Wealth Management 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.
Denver Wealth Management sold 21,431 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.8M.
Denver Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2023 and held it in 1 quarter.
Denver Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.8M 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 Denver Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.