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

Lee 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	-133	Closed	-$11.2K	–	851
2023 Q1	$11.2K	Hold	133	–	–	﹤0.01%	395
2022 Q4	$10.9K	Hold	133	–	–	﹤0.01%	446
2022 Q3	$10K	Buy	+133	New	+$11.2K	﹤0.01%	446

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

Lee Financial's SLY Position: Q2 2023 in Review

Lee 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 133 shares — an estimated $11.2K sold.

Lee Financial first reported a position in SLY in Q3 2022 and held it in 3 quarters. The position peaked at $11.2K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Lee 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.
Lee Financial sold 133 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $11.2K.
Lee Financial first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2022 and held it in 3 quarters.
Lee Financial's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $11.2K 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 Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.