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

National Wealth Management 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	-5,031	Closed	-$401K	–	180
2023 Q1	$401K	Sell	5,031 -245	-5%	-$21.3K	0.46%	71
2022 Q4	$434K	Buy	5,276 +248	+5%	+$20.7K	0.52%	63
2022 Q3	$381K	Sell	5,028 -2,204	-30%	-$186K	0.49%	57
2022 Q2	$579K	Sell	7,232 -1,007	-12%	-$86.9K	0.73%	37
2022 Q1	$771K	Sell	8,239 -401	-5%	-$37.5K	0.74%	39
2021 Q4	$859K	Buy	+8,640	New	+$854K	0.8%	37

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

National Wealth Management Group's SLY Position: Q2 2023 in Review

National Wealth Management 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 5,031 shares — an estimated $401K sold.

National Wealth Management Group first reported a position in SLY in Q4 2021 and held it in 6 quarters. The position peaked at $859K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

National Wealth Management 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.
National Wealth Management Group sold 5,031 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $401K.
National Wealth Management Group 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.
National Wealth Management Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $859K 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 National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.