IA
SLY

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

IFG Advisors’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
-36,822
Closed -$3.09M – 122
2023
Q1 		$3.09M Sell
36,822
-1,342
-4% -$116K 1.22% 18
2022
Q4 		$3.14M Sell
38,164
-692
-2% -$57.7K 1.37% 18
2022
Q3 		$2.94M Sell
38,856
-5,185
-12% -$437K 1.49% 17
2022
Q2 		$3.53M Sell
44,041
-1,374
-3% -$119K 1.78% 14
2022
Q1 		$4.25M Buy
45,415
+7,248
+19% +$678K 1.88% 13
2021
Q4 		$3.79M Buy
38,167
+4,079
+12% +$403K 1.61% 15
2021
Q3 		$3.23M Buy
34,088
+11,551
+51% +$1.1M 1.48% 14
2021
Q2 		$2.2M Buy
22,537
+10,757
+91% +$1.04M 1.05% 15
2021
Q1 		$1.11M Buy
11,780
+1,724
+17% +$156K 0.61% 19
2020
Q4 		$800K Sell
10,056
-105
-1% -$7.48K 0.5% 23
2020
Q3 		$618K Buy
10,161
+1,752
+21% +$109K 0.44% 33
2020
Q2 		$496K Buy
8,409
+547
+7% +$29.9K 0.39% 39
2020
Q1 		$381K Buy
7,862
+2,750
+54% +$177K 0.38% 42
2019
Q4 		$370K Buy
5,112
+1,328
+35% +$92.3K 0.31% 34
2019
Q3 		$254K Buy
+3,784
New +$253K 0.24% 50

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

IFG Advisors's SLY Position: Q2 2023 in Review

IFG Advisors 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 36,822 shares — an estimated $3.09M sold.

IFG Advisors first reported a position in SLY in Q3 2019 and held it in 15 quarters. The position peaked at $4.25M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • IFG Advisors 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.
  • IFG Advisors sold 36,822 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $3.09M.
  • IFG Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2019 and held it in 15 quarters.
  • IFG Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $4.25M 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 IFG Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.