Triumph Capital Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Triumph Capital Management’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	-2,948	Closed	-$248K	–	258
2023 Q1	$248K	Sell	2,948 -2,658	-47%	-$231K	0.13%	151
2022 Q4	$461K	Buy	5,606 +483	+9%	+$40.2K	0.25%	97
2022 Q3	$388K	Buy	5,123 +1,090	+27%	+$91.8K	0.21%	109
2022 Q2	$323K	Sell	4,033 -1,817	-31%	-$157K	0.17%	136
2022 Q1	$548K	Buy	5,850 +787	+16%	+$73.7K	0.24%	108
2021 Q4	$503K	Buy	5,063 +46	+0.9%	+$4.55K	0.22%	102
2021 Q3	$475K	Buy	5,017 +481	+11%	+$45.8K	0.22%	107
2021 Q2	$427K	Buy	+4,536	New	+$438K	0.25%	98

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

Triumph Capital Management's SLY Position: Q2 2023 in Review

Triumph Capital Management 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 2,948 shares — an estimated $248K sold.

Triumph Capital Management first reported a position in SLY in Q2 2021 and held it in 8 quarters. The position peaked at $548K in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Triumph Capital Management 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.
Triumph Capital Management sold 2,948 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $248K.
Triumph Capital Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2021 and held it in 8 quarters.
Triumph Capital Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $548K in Q1 2022.
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 Triumph Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.