LFG
SLY

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

Larson Financial Group’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
-370
Closed -$31.1K – 1648
2023
Q1 		$31.1K Hold
370
– – ﹤0.01% 639
2022
Q4 		$30.4K Buy
370
+18
+5% +$1.5K ﹤0.01% 607
2022
Q3 		$27K Buy
352
+13
+4% +$1.09K ﹤0.01% 569
2022
Q2 		$27K Buy
339
+147
+77% +$12.7K ﹤0.01% 491
2022
Q1 		$18K Buy
192
+72
+60% +$6.74K ﹤0.01% 551
2021
Q4 		$12K Buy
120
+15
+14% +$1.48K ﹤0.01% 653
2021
Q3 		$10K Buy
+105
New +$10K ﹤0.01% 603
2020
Q4 		– Sell
-2
Closed – – 886
2020
Q3 		$0 Sell
2
-49
-96% -$3.04K ﹤0.01% 881
2020
Q2 		$3K Buy
51
+49
+2,450% +$2.67K ﹤0.01% 542
2020
Q1 		$0 Buy
+2
New +$129 ﹤0.01% 700

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

Larson Financial Group's SLY Position: Q2 2023 in Review

Larson Financial Group 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 370 shares — an estimated $31.1K sold.

Larson Financial Group first reported a position in SLY in Q1 2020 and held it in 10 quarters. The position peaked at $31.1K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Larson Financial Group 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.
  • Larson Financial Group sold 370 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $31.1K.
  • Larson Financial Group 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 10 quarters.
  • Larson Financial Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $31.1K 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 Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.