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

US 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	-3,582	Closed	-$301K	–	73
2023 Q1	$301K	Hold	3,582	–	–	0.13%	59
2022 Q4	$294K	Hold	3,582	–	–	0.15%	59
2022 Q3	$271K	Hold	3,582	–	–	0.15%	43
2022 Q2	$287K	Hold	3,582	–	–	0.16%	43
2022 Q1	$335K	Hold	3,582	–	–	0.16%	51
2021 Q4	$356K	Sell	3,582 -38	-1%	-$3.76K	0.16%	47
2021 Q3	$343K	Buy	3,620 +38	+1%	+$3.62K	0.17%	43
2021 Q2	$350K	Hold	3,582	–	–	0.17%	41
2021 Q1	$337K	Hold	3,582	–	–	0.09%	106
2020 Q4	$285K	Buy	+3,582	New	+$255K	0.09%	99

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

US Financial Advisors's SLY Position: Q2 2023 in Review

US 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 3,582 shares — an estimated $301K sold.

US Financial Advisors first reported a position in SLY in Q4 2020 and held it in 10 quarters. The position peaked at $356K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

US 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.
US Financial Advisors sold 3,582 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $301K.
US 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 2020 and held it in 10 quarters.
US Financial Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $356K in Q4 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 US Financial Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.