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

Prosperity Consulting 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	-8,336	Closed	-$700K	–	111
2023 Q1	$700K	Sell	8,336 -330	-4%	-$28.6K	0.44%	57
2022 Q4	$712K	Buy	8,666 +316	+4%	+$26.3K	0.47%	55
2022 Q3	$632K	Sell	8,350 -166	-2%	-$14K	0.52%	52
2022 Q2	$682K	Sell	8,516 -16	-0.2%	-$1.38K	0.59%	44
2022 Q1	$799K	Buy	8,532 +12	+0.1%	+$1.12K	0.59%	43
2021 Q4	$788K	Buy	+8,520	New	+$842K	0.59%	44

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

Prosperity Consulting Group's SLY Position: Q2 2023 in Review

Prosperity Consulting 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 8,336 shares — an estimated $700K sold.

Prosperity Consulting Group first reported a position in SLY in Q4 2021 and held it in 6 quarters. The position peaked at $799K in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Prosperity Consulting 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.
Prosperity Consulting Group sold 8,336 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $700K.
Prosperity Consulting 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.
Prosperity Consulting Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $799K in Q1 2022.
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 Prosperity Consulting Group's 13F filing for Q2 2023, filed 25 Jul 2023.