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

Monumental Financial Group’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	-3,630	Closed	-$305K	–	93
2023 Q1	$305K	Buy	+3,630	New	+$315K	0.22%	48

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

Monumental Financial Group's SLY Position: Q2 2023 in Review

Monumental Financial Group 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 3,630 shares — an estimated $305K sold.

Monumental Financial Group first reported a position in SLY in Q1 2023 and held it in 1 quarter. The position peaked at $305K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Monumental Financial Group 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.
Monumental Financial Group sold 3,630 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $305K.
Monumental Financial Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2023 and held it in 1 quarter.
Monumental Financial Group'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 Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.