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

Orin Green Financial’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	-6,553	Closed	-$551K	–	78
2023 Q1	$551K	Sell	6,553 -314	-5%	-$27.2K	0.3%	42
2022 Q4	$565K	Buy	6,867 +414	+6%	+$34.5K	0.33%	40
2022 Q3	$489K	Sell	6,453 -204	-3%	-$17.2K	0.32%	42
2022 Q2	$533K	Sell	6,657 -752	-10%	-$64.9K	0.33%	43
2022 Q1	$694K	Hold	7,409	–	–	0.45%	37
2021 Q4	$685K	Buy	7,409 +209	+3%	+$20.7K	0.5%	34
2021 Q3	$682K	Sell	7,200 -168	-2%	-$16K	0.48%	38
2021 Q2	$720K	Buy	7,368 +38	+0.5%	+$3.67K	0.51%	35
2021 Q1	$689K	Sell	7,330 -1,692	-19%	-$153K	0.56%	35
2020 Q4	$718K	Buy	+9,022	New	+$643K	0.57%	35

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Orin Green Financial's SLY Position: Q2 2023 in Review

Orin Green Financial 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 6,553 shares — an estimated $551K sold.

Orin Green Financial first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $720K in Q2 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Orin Green Financial 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.
Orin Green Financial sold 6,553 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $551K.
Orin Green Financial 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.
Orin Green Financial's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $720K in Q2 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 Orin Green Financial's 13F filing for Q2 2023, filed 31 Jul 2023.