Sharkey, Howes & Javer’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Sharkey, Howes & Javer’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	-4,317	Closed	-$363K	–	100
2023 Q1	$363K	Sell	4,317 -849	-16%	-$73.6K	0.08%	73
2022 Q4	$425K	Sell	5,166 -22,693	-81%	-$1.89M	0.1%	75
2022 Q3	$2.11M	Buy	+27,859	New	+$2.35M	0.46%	38

Other funds holding SLY

Mathes Company New York $322M AUM 37.57% 1-Year Est. Return

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

Sharkey, Howes & Javer's SLY Position: Q2 2023 in Review

Sharkey, Howes & Javer 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 4,317 shares — an estimated $363K sold.

Sharkey, Howes & Javer first reported a position in SLY in Q3 2022 and held it in 3 quarters. The position peaked at $2.11M in Q3 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Sharkey, Howes & Javer 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.
Sharkey, Howes & Javer sold 4,317 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $363K.
Sharkey, Howes & Javer first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2022 and held it in 3 quarters.
Sharkey, Howes & Javer's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $2.11M in Q3 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 Sharkey, Howes & Javer's 13F filing for Q2 2023, filed 14 Jul 2023.