Optimum Investment Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Optimum Investment Advisors’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	-200	Closed	-$16.8K	–	768
2023 Q1	$16.8K	Hold	200	–	–	0.01%	498
2022 Q4	$16.4K	Hold	200	–	–	0.01%	515
2022 Q3	$15K	Hold	200	–	–	0.01%	538
2022 Q2	$16K	Hold	200	–	–	0.01%	548
2022 Q1	$19K	Hold	200	–	–	0.01%	575
2021 Q4	$20K	Hold	200	–	–	0.01%	596
2021 Q3	$19K	Hold	200	–	–	0.01%	601
2021 Q2	$20K	Hold	200	–	–	0.01%	662
2021 Q1	$19K	Buy	+200	New	+$18.1K	0.01%	679

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

Optimum Investment Advisors's SLY Position: Q2 2023 in Review

Optimum Investment 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 200 shares — an estimated $16.8K sold.

Optimum Investment Advisors first reported a position in SLY in Q1 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Optimum Investment 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.
Optimum Investment Advisors sold 200 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $16.8K.
Optimum Investment Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 9 quarters.
Optimum Investment Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $20K 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 Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.