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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,633
Closed -$305K 354
2023
Q1
$305K Buy
3,633
+526
+17% +$45.6K 0.09% 237
2022
Q4
$255K Buy
+3,107
New +$259K 0.09% 214

Other funds holding SLY

MONECO Advisors's SLY Position: Q2 2023 in Review

MONECO Advisors 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 3,633 shares — an estimated $305K sold.

MONECO Advisors first reported a position in SLY in Q4 2022 and held it in 2 quarters. The position peaked at $305K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • MONECO Advisors 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.
  • MONECO Advisors sold 3,633 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $305K.
  • MONECO Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2022 and held it in 2 quarters.
  • MONECO Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $305K 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 MONECO Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.