MHWM
SLY

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

Montz Harcus 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
-22,588
Closed -$1.9M – 60
2023
Q1 		$1.9M Buy
22,588
+79
+0.4% +$6.85K 1.75% 14
2022
Q4 		$1.85M Buy
22,509
+98
+0.4% +$8.17K 1.83% 13
2022
Q3 		$1.7M Sell
22,411
-85
-0.4% -$7.16K 1.87% 14
2022
Q2 		$1.8M Buy
22,496
+106
+0.5% +$9.15K 1.9% 14
2022
Q1 		$2.1M Sell
22,390
-62
-0.3% -$5.8K 1.88% 14
2021
Q4 		$2.23M Buy
+22,452
New +$2.22M 1.95% 14

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
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

Montz Harcus Wealth Management's SLY Position: Q2 2023 in Review

Montz Harcus 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 22,588 shares — an estimated $1.9M sold.

Montz Harcus Wealth Management first reported a position in SLY in Q4 2021 and held it in 6 quarters. The position peaked at $2.23M in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Montz Harcus 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.
  • Montz Harcus Wealth Management sold 22,588 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.9M.
  • Montz Harcus 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 2021 and held it in 6 quarters.
  • Montz Harcus Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.23M 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 Montz Harcus Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.