FAIM
SLY

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

Financial Advocates Investment 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
-42,890
Closed -$3.6M – 793
2023
Q1 		$3.6M Sell
42,890
-31,286
-42% -$2.71M 0.26% 93
2022
Q4 		$6.1M Buy
74,176
+52,618
+244% +$4.38M 0.45% 48
2022
Q3 		$1.63M Buy
21,558
+539
+3% +$45.4K 0.13% 173
2022
Q2 		$1.68M Sell
21,019
-58,141
-73% -$5.02M 0.14% 186
2022
Q1 		$7.41M Buy
79,160
+6,313
+9% +$591K 0.49% 42
2021
Q4 		$7.24M Buy
72,847
+52,413
+256% +$5.18M 0.46% 42
2021
Q3 		$1.94M Sell
20,434
-41,843
-67% -$3.99M 0.13% 185
2021
Q2 		$6.09M Buy
62,277
+7,099
+13% +$685K 0.41% 44
2021
Q1 		$5.19M Buy
55,178
+3,480
+7% +$315K 0.37% 58
2020
Q4 		$4.11M Buy
51,698
+32,630
+171% +$2.32M 0.28% 82
2020
Q3 		$1.16M Sell
19,068
-73
-0.4% -$4.52K 0.1% 221
2020
Q2 		$1.13M Buy
+19,141
New +$1.04M 0.11% 229

Other funds holding SLY

MC
Mathes Company New York $322M AUM 37.57% 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

Financial Advocates Investment Management's SLY Position: Q2 2023 in Review

Financial Advocates Investment 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 42,890 shares — an estimated $3.6M sold.

Financial Advocates Investment Management first reported a position in SLY in Q2 2020 and held it in 12 quarters. The position peaked at $7.41M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Financial Advocates Investment 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.
  • Financial Advocates Investment Management sold 42,890 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $3.6M.
  • Financial Advocates Investment Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $7.41M in Q1 2022.
  • 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 Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.