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

EPG 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	-146	Closed	-$12.3K	–	432
2023 Q1	$12.3K	Hold	146	–	–	﹤0.01%	355
2022 Q4	$12K	Hold	146	–	–	﹤0.01%	323
2022 Q3	$11K	Buy	+146	New	+$12.3K	﹤0.01%	331
2022 Q2	–	Sell	-146	Closed	-$14K	–	407
2022 Q1	$14K	Sell	146 -438	-75%	-$41K	﹤0.01%	343
2021 Q4	$58K	Buy	584 +3	+0.5%	+$297	0.02%	282
2021 Q3	$55K	Buy	+581	New	+$55.3K	0.02%	268
2020 Q2	–	Sell	-575	Closed	-$28K	–	860
2020 Q1	$28K	Buy	575 +360	+167%	+$23.2K	0.02%	351
2019 Q4	$16K	Buy	+215	New	+$14.9K	0.01%	379

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

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

EPG 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 146 shares — an estimated $12.3K sold.

EPG Wealth Management first reported a position in SLY in Q4 2019 and held it in 8 quarters. The position peaked at $58K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

EPG 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.
EPG Wealth Management sold 146 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $12.3K.
EPG Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 8 quarters.
EPG Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $58K 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 EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.