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

Indie Asset Partners’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	-8,722	Closed	-$733K	–	91
2023 Q1	$733K	Sell	8,722 -1,325	-13%	-$115K	0.86%	20
2022 Q4	$826K	Sell	10,047 -35	-0.3%	-$2.92K	0.91%	16
2022 Q3	$763K	Sell	10,082 -625	-6%	-$52.6K	0.78%	19
2022 Q2	$857K	Sell	10,707 -225	-2%	-$19.4K	0.76%	18
2022 Q1	$1.02M	Hold	10,932	–	–	0.77%	16
2021 Q4	$1.09M	Sell	10,932 -150	-1%	-$14.8K	0.79%	19
2021 Q3	$1.05M	Sell	11,082 -377	-3%	-$35.9K	0.85%	17
2021 Q2	$1.12M	Sell	11,459 -485	-4%	-$46.8K	0.91%	14
2021 Q1	$1.12M	Sell	11,944 -1,040	-8%	-$94.2K	1.28%	12
2020 Q4	$1.03M	Sell	12,984 -2,537	-16%	-$181K	1.2%	16
2020 Q3	$945K	Sell	15,521 -1,378	-8%	-$85.4K	1.18%	19
2020 Q2	$1.11M	Sell	16,899 -10,082	-37%	-$550K	1.39%	14
2020 Q1	$1.31M	Sell	26,981 -8,681	-24%	-$559K	1.63%	13
2019 Q4	$2.58M	Buy	+35,662	New	+$2.48M	2.74%	9

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Indie Asset Partners's SLY Position: Q2 2023 in Review

Indie Asset Partners 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 8,722 shares — an estimated $733K sold.

Indie Asset Partners first reported a position in SLY in Q4 2019 and held it in 14 quarters. The position peaked at $2.58M in Q4 2019. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Indie Asset Partners 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.
Indie Asset Partners sold 8,722 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $733K.
Indie Asset Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 14 quarters.
Indie Asset Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.58M in Q4 2019.
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 Indie Asset Partners's 13F filing for Q2 2023, filed 7 Aug 2023.