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

Edge Capital 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	-15,003	Closed	-$1.26M	–	410
2023 Q1	$1.26M	Sell	15,003 -300	-2%	-$26K	0.08%	153
2022 Q4	$1.26M	Buy	+15,303	New	+$1.28M	0.09%	128
2022 Q3	–	Sell	-3,005	Closed	-$241K	–	389
2022 Q2	$241K	Buy	+3,005	New	+$259K	0.02%	254

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

Edge Capital Group's SLY Position: Q2 2023 in Review

Edge Capital 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 15,003 shares — an estimated $1.26M sold.

Edge Capital Group first reported a position in SLY in Q2 2022 and held it in 3 quarters. The position peaked at $1.26M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Edge Capital 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.
Edge Capital Group sold 15,003 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.26M.
Edge Capital Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2022 and held it in 3 quarters.
Edge Capital Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.26M 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 Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.