Gladstone Institutional Advisory’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Gladstone Institutional Advisory’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	-3,029	Closed	-$255K	–	728
2023 Q1	$255K	Sell	3,029 -44	-1%	-$3.82K	0.02%	566
2022 Q4	$253K	Hold	3,073	–	–	0.02%	549
2022 Q3	$233K	Sell	3,073 -217	-7%	-$18.3K	0.02%	553
2022 Q2	$263K	Buy	3,290 +271	+9%	+$23.4K	0.02%	540
2022 Q1	$283K	Buy	+3,019	New	+$283K	0.02%	568

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

Gladstone Institutional Advisory's SLY Position: Q2 2023 in Review

Gladstone Institutional Advisory 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 3,029 shares — an estimated $255K sold.

Gladstone Institutional Advisory first reported a position in SLY in Q1 2022 and held it in 5 quarters. The position peaked at $283K in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Gladstone Institutional Advisory 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.
Gladstone Institutional Advisory sold 3,029 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $255K.
Gladstone Institutional Advisory first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2022 and held it in 5 quarters.
Gladstone Institutional Advisory's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $283K 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 Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.