WAP
SLY

Wealthcare Advisory Partners’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Wealthcare Advisory Partners’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
-4,735
Closed -$398K – 772
2023
Q1 		$398K Buy
+4,735
New +$411K 0.02% 515
2022
Q4 		– Sell
-7,580
Closed -$574K – 711
2022
Q3 		$574K Buy
+7,580
New +$638K 0.03% 327
2021
Q2 		– Sell
-1,712
Closed -$161K – 2132
2021
Q1 		$161K Buy
+1,712
New +$155K 0.01% 531
2020
Q2 		– Sell
-688
Closed -$33K – 1548
2020
Q1 		$33K Sell
688
-3,716
-84% -$239K ﹤0.01% 603
2019
Q4 		$319K Buy
4,404
+1,102
+33% +$76.6K 0.04% 231
2019
Q3 		$222K Buy
3,302
+1
+0% +$67 0.03% 257
2019
Q2 		$223K Buy
3,301
+683
+26% +$45.8K 0.04% 257
2019
Q1 		$175K Sell
2,618
-100
-4% -$6.64K 0.03% 258
2018
Q4 		$163K Hold
2,718
– – 0.03% 235
2018
Q3 		$205K Buy
+2,718
New +$206K 0.04% 216

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealthcare Advisory Partners's SLY Position: Q2 2023 in Review

Wealthcare Advisory Partners 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 4,735 shares — an estimated $398K sold.

Wealthcare Advisory Partners first reported a position in SLY in Q3 2018 and held it in 10 quarters. The position peaked at $574K in Q3 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Wealthcare Advisory Partners 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.
  • Wealthcare Advisory Partners sold 4,735 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $398K.
  • Wealthcare Advisory Partners first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2018 and held it in 10 quarters.
  • Wealthcare Advisory Partners's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $574K in Q3 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 Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.