EIA
SLY

Eldridge Investment Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Eldridge Investment Advisors’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
-4,934
Closed -$415K – 152
2023
Q1 		$415K Buy
4,934
+21
+0.4% +$1.82K 0.14% 90
2022
Q4 		$404K Buy
4,913
+1
+0% +$83 0.14% 91
2022
Q3 		$372K Hold
4,912
– – 0.14% 93
2022
Q2 		$393K Hold
4,912
– – 0.15% 86
2022
Q1 		$460K Buy
4,912
+10
+0.2% +$936 0.16% 79
2021
Q4 		$487K Buy
4,902
+707
+17% +$69.9K 0.16% 80
2021
Q3 		$397K Buy
4,195
+610
+17% +$58.1K 0.14% 84
2021
Q2 		$350K Buy
3,585
+185
+5% +$17.9K 0.13% 87
2021
Q1 		$320K Buy
+3,400
New +$308K 0.12% 88

Other funds holding SLY

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

Eldridge Investment Advisors's SLY Position: Q2 2023 in Review

Eldridge Investment Advisors 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 4,934 shares — an estimated $415K sold.

Eldridge Investment Advisors first reported a position in SLY in Q1 2021 and held it in 9 quarters. The position peaked at $487K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Eldridge Investment Advisors 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.
  • Eldridge Investment Advisors sold 4,934 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $415K.
  • Eldridge Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 9 quarters.
  • Eldridge Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $487K in Q4 2021.
  • 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 Eldridge Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.