SWG
SLY

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,436
Closed – – 270
2023
Q1 		$0 Buy
+12,436
New – ﹤0.01% 270
2021
Q3 		– Sell
-148
Closed -$14K – 236
2021
Q2 		$14K Hold
148
– – 0.02% 94
2021
Q1 		$14K Buy
+148
New +$14K 0.02% 90