Mutual 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 |
-2,719
| Closed | -$228K | – | 1084 |
|
|
2023
Q1 | $228K | Buy |
2,719
+12
| +0.4% | +$1.04K | 0.01% | 873 |
|
|
2022
Q4 | $223K | Buy |
+2,707
| New | +$226K | 0.01% | 840 |
|
|
2022
Q3 | – | Sell |
-2,554
| Closed | -$205K | – | 964 |
|
|
2022
Q2 | $205K | Sell |
2,554
-1,858
| -42% | -$160K | 0.01% | 787 |
|
|
2022
Q1 | $413K | Buy |
4,412
+568
| +15% | +$53.2K | 0.02% | 627 |
|
|
2021
Q4 | $382K | Buy |
3,844
+280
| +8% | +$27.7K | 0.02% | 661 |
|
|
2021
Q3 | $338K | Buy |
3,564
+218
| +7% | +$20.8K | 0.02% | 681 |
|
|
2021
Q2 | $327K | Buy |
3,346
+97
| +3% | +$9.37K | 0.02% | 666 |
|
|
2021
Q1 | $305K | Sell |
3,249
-22
| -0.7% | -$1.99K | 0.02% | 629 |
|
|
2020
Q4 | $260K | Buy |
+3,271
| New | +$233K | 0.02% | 634 |
|
|
2020
Q1 | – | Sell |
-40,909
| Closed | -$2.96M | – | 659 |
|
|
2019
Q4 | $2.96M | Buy |
40,909
+2,608
| +7% | +$181K | 0.32% | 73 |
|
|
2019
Q3 | $2.57M | Sell |
38,301
-1,516
| -4% | -$101K | 0.34% | 67 |
|
|
2019
Q2 | $2.69M | Buy |
39,817
+10,429
| +35% | +$700K | 0.35% | 59 |
|
|
2019
Q1 | $1.96M | Buy |
29,388
+6,780
| +30% | +$450K | 0.29% | 83 |
|
|
2018
Q4 | $1.36M | Buy |
22,608
+14,436
| +177% | +$965K | 0.27% | 93 |
|
|
2018
Q3 | $617K | Buy |
8,172
+1,288
| +19% | +$97.6K | 0.09% | 252 |
|
|
2018
Q2 | $498K | Buy |
6,884
+46
| +0.7% | +$3.25K | 0.11% | 242 |
|
|
2018
Q1 | $455K | Buy |
6,838
+404
| +6% | +$27.2K | 0.12% | 253 |
|
|
2017
Q4 | $428K | Buy |
+6,434
| New | +$425K | 0.16% | 174 |
|
Other funds holding SLY
Mutual Advisors's SLY Position: Q2 2023 in Review
Mutual 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 2,719 shares — an estimated $228K sold.
Mutual Advisors first reported a position in SLY in Q4 2017 and held it in 18 quarters. The position peaked at $2.96M in Q4 2019. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.
- Mutual 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.
- Mutual Advisors sold 2,719 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $228K.
- Mutual Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and held it in 18 quarters.
- Mutual Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.96M in Q4 2019.
- 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 Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.