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

ICA Group Wealth Management’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	-11,044	Closed	-$928K	–	1437
2023 Q1	$928K	Buy	11,044 +1,201	+12%	+$104K	0.22%	100
2022 Q4	$811K	Buy	9,843 +4,854	+97%	+$404K	0.19%	117
2022 Q3	$378K	Buy	4,989 +2,484	+99%	+$209K	0.08%	223
2022 Q2	$226K	Buy	+2,505	New	+$216K	0.04%	340

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

ICA Group Wealth Management's SLY Position: Q2 2023 in Review

ICA Group Wealth Management 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 11,044 shares — an estimated $928K sold.

ICA Group Wealth Management first reported a position in SLY in Q2 2022 and held it in 4 quarters. The position peaked at $928K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

ICA Group Wealth Management 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.
ICA Group Wealth Management sold 11,044 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $928K.
ICA Group Wealth Management 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.
ICA Group Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $928K 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 ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.