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

Salomon & Ludwin’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	-5,029	Closed	-$423K	–	176
2023 Q1	$423K	Hold	5,029	–	–	0.05%	118
2022 Q4	$413K	Hold	5,029	–	–	0.05%	118
2022 Q3	$381K	Hold	5,029	–	–	0.06%	107
2022 Q2	$403K	Buy	5,029 +686	+16%	+$59.2K	0.06%	87
2022 Q1	$407K	Hold	4,343	–	–	0.06%	74
2021 Q4	$432K	Hold	4,343	–	–	0.06%	66
2021 Q3	$411K	Hold	4,343	–	–	0.06%	62
2021 Q2	$424K	Hold	4,343	–	–	0.07%	58
2021 Q1	$408K	Hold	4,343	–	–	0.07%	51
2020 Q4	$345K	Hold	4,343	–	–	0.06%	54
2020 Q3	$264K	Buy	+4,343	New	+$269K	0.06%	61

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

Salomon & Ludwin's SLY Position: Q2 2023 in Review

Salomon & Ludwin 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 5,029 shares — an estimated $423K sold.

Salomon & Ludwin first reported a position in SLY in Q3 2020 and held it in 11 quarters. The position peaked at $432K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Salomon & Ludwin 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.
Salomon & Ludwin sold 5,029 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $423K.
Salomon & Ludwin first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2020 and held it in 11 quarters.
Salomon & Ludwin's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $432K 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 Salomon & Ludwin's 13F filing for Q2 2023, filed 24 Jul 2023.