SHJ
SLY

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

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
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