Financial Engines Advisors
SLY

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

Financial Engines 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
-6,971
Closed -$586K – 305
2023
Q1 		$586K Buy
6,971
+630
+10% +$54.7K ﹤0.01% 204
2022
Q4 		$521K Buy
6,341
+70
+1% +$5.83K ﹤0.01% 208
2022
Q3 		$474K Buy
6,271
+41
+0.7% +$3.45K ﹤0.01% 202
2022
Q2 		$498K Sell
6,230
-15
-0.2% -$1.29K ﹤0.01% 201
2022
Q1 		$585K Buy
6,245
+4
+0.1% +$374 ﹤0.01% 191
2021
Q4 		$620K Buy
6,241
+71
+1% +$7.02K ﹤0.01% 141
2021
Q3 		$584K Hold
6,170
– – ﹤0.01% 159
2021
Q2 		$603K Buy
6,170
+39
+0.6% +$3.77K ﹤0.01% 128
2021
Q1 		$576K Sell
6,131
-713
-10% -$64.6K ﹤0.01% 154
2020
Q4 		$544K Sell
6,844
-76
-1% -$5.41K ﹤0.01% 157
2020
Q3 		$421K Buy
6,920
+762
+12% +$47.2K ﹤0.01% 167
2020
Q2 		$363K Buy
+6,158
New +$336K ﹤0.01% 148

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

Financial Engines Advisors's SLY Position: Q2 2023 in Review

Financial Engines 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 6,971 shares — an estimated $586K sold.

Financial Engines Advisors first reported a position in SLY in Q2 2020 and held it in 12 quarters. The position peaked at $620K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Financial Engines 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.
  • Financial Engines Advisors sold 6,971 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $586K.
  • Financial Engines Advisors 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 Engines Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $620K 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 Financial Engines Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.