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

Plante Moran Financial 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	-598	Closed	-$50.2K	–	876
2023 Q1	$50.2K	Hold	598	–	–	0.01%	292
2022 Q4	$49.1K	Buy	598 +224	+60%	+$18.7K	0.01%	309
2022 Q3	$28K	Buy	374 +334	+835%	+$28.1K	﹤0.01%	399
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	793
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	707
2021 Q4	$4K	Sell	40 -2,218	-98%	-$219K	﹤0.01%	871
2021 Q3	$214K	Buy	2,258 +2,218	+5,545%	+$211K	0.05%	179
2021 Q2	$4K	Buy	+40	New	+$3.86K	﹤0.01%	835

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

Plante Moran Financial Advisors's SLY Position: Q2 2023 in Review

Plante Moran Financial 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 598 shares — an estimated $50.2K sold.

Plante Moran Financial Advisors first reported a position in SLY in Q2 2021 and held it in 8 quarters. The position peaked at $214K in Q3 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Plante Moran Financial 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.
Plante Moran Financial Advisors sold 598 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $50.2K.
Plante Moran Financial Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2021 and held it in 8 quarters.
Plante Moran Financial Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $214K in Q3 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 Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.