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

Key Financial Inc’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	-1,406	Closed	-$118K	–	1398
2023 Q1	$118K	Hold	1,406	–	–	0.04%	259
2022 Q4	$106K	Hold	1,406	–	–	0.05%	238
2022 Q3	$106K	Hold	1,406	–	–	0.05%	241
2022 Q2	$114K	Hold	1,406	–	–	0.06%	218
2022 Q1	$132K	Buy	1,406 +40	+3%	+$3.74K	0.07%	212
2021 Q4	$136K	Hold	1,366	–	–	0.07%	192
2021 Q3	$129K	Hold	1,366	–	–	0.07%	190
2021 Q2	$130K	Sell	1,366 -210	-13%	-$20.3K	0.07%	191
2021 Q1	$148K	Sell	1,576 -105	-6%	-$9.51K	0.1%	162
2020 Q4	$134K	Buy	+1,681	New	+$120K	0.1%	159
2020 Q2	–	Sell	-1,681	Closed	-$82K	–	735
2020 Q1	$82K	Buy	+1,681	New	+$108K	0.08%	177

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

Key Financial Inc's SLY Position: Q2 2023 in Review

Key Financial Inc 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 1,406 shares — an estimated $118K sold.

Key Financial Inc first reported a position in SLY in Q1 2020 and held it in 11 quarters. The position peaked at $148K in Q1 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Key Financial Inc 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.
Key Financial Inc sold 1,406 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $118K.
Key Financial Inc first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2020 and held it in 11 quarters.
Key Financial Inc's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $148K in Q1 2021.
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 Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.