HBW
SLY

Hazlett, Burt & Watson’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Hazlett, Burt & Watson’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
-1,132
Closed -$97K – 734
2023
Q1 		$97K Buy
1,132
+844
+293% +$73.2K 0.08% 198
2022
Q4 		$24K Buy
288
+76
+36% +$6.33K 0.02% 360
2022
Q3 		$16K Buy
+212
New +$17.9K 0.02% 409

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

Hazlett, Burt & Watson's SLY Position: Q2 2023 in Review

Hazlett, Burt & Watson 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 1,132 shares — an estimated $97K sold.

Hazlett, Burt & Watson first reported a position in SLY in Q3 2022 and held it in 3 quarters. The position peaked at $97K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Hazlett, Burt & Watson 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.
  • Hazlett, Burt & Watson sold 1,132 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $97K.
  • Hazlett, Burt & Watson first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $97K 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 Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.