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

Gateway Wealth Partners’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	-2,815	Closed	-$237K	–	264
2023 Q1	$237K	Sell	2,815 -3,190	-53%	-$277K	0.04%	192
2022 Q4	$494K	Buy	+6,005	New	+$500K	0.08%	108

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

Gateway Wealth Partners's SLY Position: Q2 2023 in Review

Gateway Wealth Partners 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 2,815 shares — an estimated $237K sold.

Gateway Wealth Partners first reported a position in SLY in Q4 2022 and held it in 2 quarters. The position peaked at $494K in Q4 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Gateway Wealth Partners 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.
Gateway Wealth Partners sold 2,815 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $237K.
Gateway Wealth Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2022 and held it in 2 quarters.
Gateway Wealth Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $494K in Q4 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 Gateway Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.