W.H. Cornerstone Investments’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

W.H. Cornerstone Investments’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	-2,420	Closed	-$203K	–	138
2023 Q1	$203K	Sell	2,420 -142	-6%	-$12.3K	0.18%	127
2022 Q4	$225K	Buy	+2,562	New	+$213K	0.21%	119

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

W.H. Cornerstone Investments's SLY Position: Q2 2023 in Review

W.H. Cornerstone Investments 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 2,420 shares — an estimated $203K sold.

W.H. Cornerstone Investments first reported a position in SLY in Q4 2022 and held it in 2 quarters. The position peaked at $225K in Q4 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

W.H. Cornerstone Investments 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.
W.H. Cornerstone Investments sold 2,420 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $203K.
W.H. Cornerstone Investments first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2022 and held it in 2 quarters.
W.H. Cornerstone Investments's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $225K in Q4 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 W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.