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

Founders Financial Alliance’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	-29,469	Closed	-$2.48M	–	521
2023 Q1	$2.48M	Buy	29,469 +3,581	+14%	+$311K	1.24%	15
2022 Q4	$2.13M	Buy	25,888 +2,677	+12%	+$223K	0.98%	23
2022 Q3	$1.76M	Sell	23,211 -56	-0.2%	-$4.71K	0.89%	24
2022 Q2	$1.86M	Sell	23,267 -203	-0.9%	-$17.5K	0.94%	24
2022 Q1	$2.2M	Buy	23,470 +3,473	+17%	+$325K	0.98%	19
2021 Q4	$1.99M	Buy	19,997 +19,991	+333,183%	+$1.98M	0.8%	25
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	454
2021 Q2	$0	Hold	6	–	–	﹤0.01%	494
2021 Q1	$0	Hold	6	–	–	﹤0.01%	492
2020 Q4	$0	Buy	+6	New	+$427	﹤0.01%	1416

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

Founders Financial Alliance's SLY Position: Q2 2023 in Review

Founders Financial Alliance 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 29,469 shares — an estimated $2.48M sold.

Founders Financial Alliance first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $2.48M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Founders Financial Alliance 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.
Founders Financial Alliance sold 29,469 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $2.48M.
Founders Financial Alliance first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2020 and held it in 10 quarters.
Founders Financial Alliance's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.48M 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 Founders Financial Alliance's 13F filing for Q2 2023, filed 11 Aug 2023.