HI
SLY

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

Harbour Investments’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
-7,510
Closed -$631K – 3161
2023
Q1 		$631K Buy
7,510
+3,819
+103% +$331K 0.03% 416
2022
Q4 		$303K Sell
3,691
-345
-9% -$28.7K 0.02% 592
2022
Q3 		$323K Hold
4,036
– – 0.02% 524
2022
Q2 		$323K Buy
+4,036
New +$348K 0.02% 524
2021
Q4 		$227K Sell
2,282
-560
-20% -$55.4K 0.01% 671
2021
Q3 		$269K Buy
2,842
+125
+5% +$11.9K 0.01% 876
2021
Q2 		$266K Buy
2,717
+646
+31% +$62.4K 0.01% 915
2021
Q1 		$195K Buy
+2,071
New +$188K 0.01% 979

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

Harbour Investments's SLY Position: Q2 2023 in Review

Harbour Investments 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 7,510 shares — an estimated $631K sold.

Harbour Investments first reported a position in SLY in Q1 2021 and held it in 8 quarters. The position peaked at $631K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Harbour Investments 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.
  • Harbour Investments sold 7,510 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $631K.
  • Harbour Investments first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 8 quarters.
  • Harbour Investments's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $631K 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 Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.