IF
SLY

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

Integrity Financial’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
-13,680
Closed -$1.15M – 218
2023
Q1 		$1.15M Buy
13,680
+1,229
+10% +$107K 0.93% 29
2022
Q4 		$1.02M Buy
+12,451
New +$1.04M 0.97% 28

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

Integrity Financial's SLY Position: Q2 2023 in Review

Integrity Financial 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 13,680 shares — an estimated $1.15M sold.

Integrity Financial first reported a position in SLY in Q4 2022 and held it in 2 quarters. The position peaked at $1.15M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Integrity Financial 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.
  • Integrity Financial sold 13,680 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.15M.
  • Integrity Financial first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2022 and held it in 2 quarters.
  • Integrity Financial's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.15M 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 Integrity Financial's 13F filing for Q2 2023, filed 8 Aug 2023.