IF
SLY

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

Intrua 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
-8,417
Closed -$670K – 369
2023
Q1 		$670K Sell
8,417
-14,261
-63% -$1.24M 0.14% 144
2022
Q4 		$1.94M Buy
22,678
+11,239
+98% +$936K 0.45% 53
2022
Q3 		$866K Sell
11,439
-3,401
-23% -$286K 0.23% 99
2022
Q2 		$1.19M Buy
14,840
+975
+7% +$84.2K 0.25% 88
2022
Q1 		$1.3M Sell
13,865
-1,360
-9% -$127K 0.23% 91
2021
Q4 		$1.51M Sell
15,225
-1,695
-10% -$168K 0.26% 85
2021
Q3 		$1.63M Buy
16,920
+7,321
+76% +$697K 0.3% 76
2021
Q2 		$933K Sell
9,599
-2,568
-21% -$248K 0.22% 97
2021
Q1 		$1.18M Buy
12,167
+3,322
+38% +$301K 0.3% 76
2020
Q4 		$704K Buy
8,845
+5,717
+183% +$407K 0.31% 62
2020
Q3 		$222K Buy
+3,128
New +$194K 0.11% 175

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

Intrua Financial's SLY Position: Q2 2023 in Review

Intrua 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 8,417 shares — an estimated $670K sold.

Intrua Financial first reported a position in SLY in Q3 2020 and held it in 11 quarters. The position peaked at $1.94M in Q4 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Intrua 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.
  • Intrua Financial sold 8,417 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $670K.
  • Intrua Financial first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2020 and held it in 11 quarters.
  • Intrua Financial's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.94M in Q4 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 Intrua Financial's 13F filing for Q2 2023, filed 13 Feb 2025.