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

Oakwell Private 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	-3,865	Closed	-$325K	–	66
2023 Q1	$325K	Hold	3,865	–	–	0.15%	48
2022 Q4	$318K	Sell	3,865 -1,603	-29%	-$134K	0.15%	47
2022 Q3	$414K	Buy	5,468 +1,585	+41%	+$133K	0.23%	41
2022 Q2	$311K	Sell	3,883 -1,968	-34%	-$170K	0.18%	48
2022 Q1	$548K	Buy	5,851 +29	+0.5%	+$2.71K	0.28%	39
2021 Q4	$579K	Sell	5,822 -23	-0.4%	-$2.27K	0.29%	37
2021 Q3	$554K	Sell	5,845 -2,736	-32%	-$261K	0.3%	35
2021 Q2	$839K	Sell	8,581 -1,693	-16%	-$163K	0.54%	30
2021 Q1	$966K	Hold	10,274	–	–	0.68%	24
2020 Q4	$817K	Buy	+10,274	New	+$732K	0.64%	29

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

Oakwell Private Wealth Management's SLY Position: Q2 2023 in Review

Oakwell Private 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 3,865 shares — an estimated $325K sold.

Oakwell Private Wealth Management first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $966K in Q1 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Oakwell Private 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.
Oakwell Private Wealth Management sold 3,865 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $325K.
Oakwell Private 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 2020 and held it in 10 quarters.
Oakwell Private Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $966K in Q1 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 Oakwell Private Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.