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

Liberty Wealth Management’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	-5,217	Closed	-$438K	–	241
2023 Q1	$438K	Buy	+5,217	New	+$453K	0.09%	134
2022 Q3	$1.93M	Buy	25,515 +10,581	+71%	+$891K	0.52%	32
2022 Q2	$1.2M	Sell	14,934 -10,270	-41%	-$886K	0.48%	43
2022 Q1	$2.34M	Buy	+25,204	New	+$2.36M	0.85%	27
2021 Q4	–	Sell	-24,400	Closed	-$2.41M	–	45
2021 Q3	$2.31M	Buy	24,400 +2,930	+14%	+$279K	0.82%	29
2021 Q2	$2.1M	Buy	21,470 +12,103	+129%	+$1.17M	0.82%	24
2021 Q1	$806K	Hold	9,367	–	–	0.39%	39
2020 Q4	$806K	Buy	+9,367	New	+$667K	0.39%	39

Other funds holding SLY

Mathes Company New York $322M AUM 37.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Liberty Wealth Management's SLY Position: Q2 2023 in Review

Liberty Wealth Management 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 5,217 shares — an estimated $438K sold.

Liberty Wealth Management first reported a position in SLY in Q4 2020 and held it in 8 quarters. The position peaked at $2.34M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Liberty Wealth Management 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.
Liberty Wealth Management sold 5,217 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $438K.
Liberty Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2020 and held it in 8 quarters.
Liberty Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.34M in Q1 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 Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.