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

Lynch & Associates’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	-5,000	Closed	-$420K	–	107
2023 Q1	$420K	Hold	5,000	–	–	0.11%	84
2022 Q4	$411K	Hold	5,000	–	–	0.11%	83
2022 Q3	$378K	Hold	5,000	–	–	0.11%	86
2022 Q2	$400K	Hold	5,000	–	–	0.11%	82
2022 Q1	$468K	Hold	5,000	–	–	0.11%	83
2021 Q4	$497K	Hold	5,000	–	–	0.12%	85
2021 Q3	$474K	Hold	5,000	–	–	0.12%	87
2021 Q2	$489K	Hold	5,000	–	–	0.13%	82
2021 Q1	$470K	Hold	5,000	–	–	0.13%	84
2020 Q4	$398K	Hold	5,000	–	–	0.11%	91
2020 Q3	$304K	Hold	5,000	–	–	0.09%	88
2020 Q2	$295K	Hold	5,000	–	–	0.1%	88
2020 Q1	$242K	Buy	+5,000	New	+$322K	0.09%	90

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

Lynch & Associates's SLY Position: Q2 2023 in Review

Lynch & Associates 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 5,000 shares — an estimated $420K sold.

Lynch & Associates first reported a position in SLY in Q1 2020 and held it in 13 quarters. The position peaked at $497K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Lynch & Associates 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.
Lynch & Associates sold 5,000 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $420K.
Lynch & Associates 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 13 quarters.
Lynch & Associates's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $497K in Q4 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 Lynch & Associates's 13F filing for Q2 2023, filed 13 Jul 2023.