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

Guardian Wealth Advisors (North Carolina)’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	-167	Closed	-$14K	–	443
2023 Q1	$14K	Hold	167	–	–	﹤0.01%	323
2022 Q4	$13.7K	Hold	167	–	–	﹤0.01%	304
2022 Q3	$13K	Buy	167 +32	+24%	+$2.69K	﹤0.01%	282
2022 Q2	$11K	Buy	+135	New	+$11.7K	﹤0.01%	287

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

Guardian Wealth Advisors (North Carolina)'s SLY Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) 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 167 shares — an estimated $14K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SLY in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Guardian Wealth Advisors (North Carolina) 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.
Guardian Wealth Advisors (North Carolina) sold 167 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $14K.
Guardian Wealth Advisors (North Carolina) first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2022 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $14K 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.