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

Sand Hill Global 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	-6,031	Closed	-$507K	–	161
2023 Q1	$507K	Hold	6,031	–	–	0.03%	117
2022 Q4	$496K	Sell	6,031 -2,435	-29%	-$203K	0.03%	124
2022 Q3	$641K	Buy	8,466 +872	+11%	+$73.4K	0.04%	107
2022 Q2	$608K	Hold	7,594	–	–	0.03%	109
2022 Q1	$711K	Sell	7,594 -82	-1%	-$7.68K	0.04%	101
2021 Q4	$763K	Hold	7,676	–	–	0.04%	99
2021 Q3	$727K	Hold	7,676	–	–	0.04%	99
2021 Q2	$750K	Hold	7,676	–	–	0.05%	95
2021 Q1	$721K	Sell	7,676 -1,410	-16%	-$128K	0.05%	90
2020 Q4	$723K	Sell	9,086 -1,346	-13%	-$95.9K	0.05%	92
2020 Q3	$635K	Sell	10,432 -2,182	-17%	-$135K	0.05%	92
2020 Q2	$744K	Sell	12,614 -23,016	-65%	-$1.26M	0.06%	87
2020 Q1	$1.73M	Sell	35,630 -11,004	-24%	-$708K	0.16%	64
2019 Q4	$3.38M	Hold	46,634	–	–	0.31%	61
2019 Q3	$3.13M	Hold	46,634	–	–	0.29%	54
2019 Q2	$3.15M	Hold	46,634	–	–	0.32%	55
2019 Q1	$3.11M	Buy	46,634 +1,099	+2%	+$73K	0.32%	57
2018 Q4	$2.73M	Buy	+45,535	New	+$3.05M	0.29%	58

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

Sand Hill Global Advisors's SLY Position: Q2 2023 in Review

Sand Hill Global 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 6,031 shares — an estimated $507K sold.

Sand Hill Global Advisors first reported a position in SLY in Q4 2018 and held it in 18 quarters. The position peaked at $3.38M in Q4 2019. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Sand Hill Global 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.
Sand Hill Global Advisors sold 6,031 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $507K.
Sand Hill Global Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 18 quarters.
Sand Hill Global Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.38M in Q4 2019.
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 Sand Hill Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.