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

Western Wealth 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	-22,887	Closed	-$1.92M	–	677
2023 Q1	$1.92M	Buy	22,887 +2,108	+10%	+$183K	0.18%	131
2022 Q4	$1.71M	Sell	20,779 -21,026	-50%	-$1.75M	0.17%	139
2022 Q3	$3.17M	Sell	41,805 -4,345	-9%	-$366K	0.18%	122
2022 Q2	$3.7M	Sell	46,150 -3,122	-6%	-$269K	0.21%	106
2022 Q1	$4.61M	Buy	49,272 +17,829	+57%	+$1.67M	0.22%	95
2021 Q4	$3.13M	Buy	+31,443	New	+$3.11M	0.31%	65
2021 Q2	$2.58M	Buy	26,394 +4,571	+21%	+$441K	0.27%	86
2021 Q1	$2.05M	Buy	21,823 +8,153	+60%	+$739K	0.28%	81
2020 Q4	$1.09M	Buy	13,670 +7,916	+138%	+$564K	0.16%	147
2020 Q3	$351K	Buy	+5,754	New	+$356K	0.06%	300

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

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

Western Wealth Management's SLY Position: Q2 2023 in Review

Western Wealth 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 22,887 shares — an estimated $1.92M sold.

Western Wealth Management first reported a position in SLY in Q3 2020 and held it in 10 quarters. The position peaked at $4.61M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Western Wealth 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.
Western Wealth Management sold 22,887 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.92M.
Western Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2020 and held it in 10 quarters.
Western Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $4.61M 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 Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.