UCFA
SLY

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

United Capital Financial Advisors’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
-2,472
Closed -$208K – 994
2023
Q1 		$208K Sell
2,472
-1,459
-37% -$127K ﹤0.01% 924
2022
Q4 		$323K Buy
+3,931
New +$328K ﹤0.01% 866
2022
Q3 		– Sell
-2,970
Closed -$238K – 1167
2022
Q2 		$238K Hold
2,970
– – ﹤0.01% 1007
2022
Q1 		$278K Buy
2,970
+320
+12% +$30K ﹤0.01% 1008
2021
Q4 		$263K Buy
2,650
+17
+0.6% +$1.68K ﹤0.01% 1074
2021
Q3 		$249K Buy
2,633
+8
+0.3% +$762 ﹤0.01% 1075
2021
Q2 		$257K Hold
2,625
– – ﹤0.01% 1065
2021
Q1 		$247K Sell
2,625
-1,227
-32% -$111K ﹤0.01% 1040
2020
Q4 		$306K Sell
3,852
-13,367
-78% -$952K ﹤0.01% 993
2020
Q3 		$1.05M Sell
17,219
-826
-5% -$51.2K 0.01% 649
2020
Q2 		$1.06M Buy
18,045
+7,977
+79% +$435K 0.01% 647
2020
Q1 		$488K Buy
10,068
+7,194
+250% +$463K ﹤0.01% 829
2019
Q4 		$208K Buy
+2,874
New +$200K ﹤0.01% 1271

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

United Capital Financial Advisors's SLY Position: Q2 2023 in Review

United Capital Financial Advisors 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 2,472 shares — an estimated $208K sold.

United Capital Financial Advisors first reported a position in SLY in Q4 2019 and held it in 13 quarters. The position peaked at $1.06M in Q2 2020. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • United Capital Financial Advisors 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.
  • United Capital Financial Advisors sold 2,472 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $208K.
  • United Capital Financial Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2019 and held it in 13 quarters.
  • United Capital Financial Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.06M in Q2 2020.
  • 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 United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.