Summit Wealth Group’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Summit Wealth Group’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	-12,436	Closed	–	–	270
2023 Q1	$0	Buy	+12,436	New	+$1.08M	﹤0.01%	270
2021 Q3	–	Sell	-148	Closed	-$14K	–	236
2021 Q2	$14K	Hold	148	–	–	0.02%	94
2021 Q1	$14K	Buy	+148	New	+$13.4K	0.02%	90

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

Summit Wealth Group's SLY Position: Q2 2023 in Review

Summit Wealth Group 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 12,436 shares.

Summit Wealth Group first reported a position in SLY in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Summit Wealth Group 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.
Summit Wealth Group sold 12,436 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023.
Summit Wealth Group first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $14K in Q2 2021.
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 Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.