SFC
SLY

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

Strategic Financial Concepts’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
-7,766
Closed -$653K – 268
2023
Q1 		$653K Buy
+7,766
New +$674K 0.26% 89

Other funds holding SLY

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

Strategic Financial Concepts's SLY Position: Q2 2023 in Review

Strategic Financial Concepts 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 7,766 shares — an estimated $653K sold.

Strategic Financial Concepts first reported a position in SLY in Q1 2023 and held it in 1 quarter. The position peaked at $653K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Strategic Financial Concepts 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.
  • Strategic Financial Concepts sold 7,766 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $653K.
  • Strategic Financial Concepts first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $653K 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 Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.