LWM
SLY

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

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return