RW
SLY

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

RVW Wealth’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
-262,035
Closed -$22M – 163
2023
Q1 		$22M Sell
262,035
-57,864
-18% -$5.02M 2.73% 9
2022
Q4 		$26.3M Sell
319,899
-8,445
-3% -$704K 3.35% 5
2022
Q3 		$24.9M Sell
328,344
-1,707
-0.5% -$144K 3.49% 6
2022
Q2 		$26.4M Sell
330,051
-2,736
-0.8% -$236K 3.54% 7
2022
Q1 		$31.2M Buy
332,787
+1,110
+0.3% +$104K 3.6% 7
2021
Q4 		$33M Sell
331,677
-6,459
-2% -$638K 3.68% 8
2021
Q3 		$32M Buy
338,136
+13,281
+4% +$1.27M 3.85% 7
2021
Q2 		$32M Buy
324,855
+13,618
+4% +$1.31M 4% 8
2021
Q1 		$29M Buy
311,237
+65,792
+27% +$5.96M 3.79% 7
2020
Q4 		$20M Buy
245,445
+3,230
+1% +$230K 2.93% 14
2020
Q3 		$14.7M Sell
242,215
-89
-0% -$5.51K 2.49% 19
2020
Q2 		$14.3M Sell
242,304
-173,036
-42% -$9.44M 2.61% 17
2020
Q1 		$20.1M Buy
+415,340
New +$26.7M 4.7% 3

Other funds holding SLY

MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

RVW Wealth's SLY Position: Q2 2023 in Review

RVW Wealth 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 262,035 shares — an estimated $22M sold.

RVW Wealth first reported a position in SLY in Q1 2020 and held it in 13 quarters. The position peaked at $33M in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • RVW Wealth 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.
  • RVW Wealth sold 262,035 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $22M.
  • RVW Wealth first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2020 and held it in 13 quarters.
  • RVW Wealth's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $33M 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 RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.