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

Stokes Family Office’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	-6,119	Closed	-$514K	–	340
2023 Q1	$514K	Buy	6,119 +322	+6%	+$27.9K	0.06%	166
2022 Q4	$477K	Buy	5,797 +692	+14%	+$57.7K	0.06%	168
2022 Q3	$386K	Buy	+5,105	New	+$430K	0.06%	181

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

Stokes Family Office's SLY Position: Q2 2023 in Review

Stokes Family Office 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 6,119 shares — an estimated $514K sold.

Stokes Family Office first reported a position in SLY in Q3 2022 and held it in 3 quarters. The position peaked at $514K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Stokes Family Office 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.
Stokes Family Office sold 6,119 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $514K.
Stokes Family Office 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.
Stokes Family Office's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $514K in Q1 2023.
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 Stokes Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.