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

Westside Investment 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	-414	Closed	-$34.8K	–	863
2023 Q1	$34.8K	Hold	414	–	–	0.01%	402
2022 Q4	$34	Hold	414	–	–	﹤0.01%	460
2022 Q3	$31	Hold	414	–	–	﹤0.01%	456
2022 Q2	$33	Hold	414	–	–	﹤0.01%	452
2022 Q1	$38	Hold	414	–	–	﹤0.01%	447
2021 Q4	$41	Hold	414	–	–	﹤0.01%	419
2021 Q3	$39	Buy	414 +141	+52%	+$13.4K	﹤0.01%	411
2021 Q2	$26	Buy	+273	New	+$26.4K	﹤0.01%	451

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

Westside Investment Management's SLY Position: Q2 2023 in Review

Westside Investment 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 414 shares — an estimated $34.8K sold.

Westside Investment Management first reported a position in SLY in Q2 2021 and held it in 8 quarters. The position peaked at $34.8K in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Westside Investment 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.
Westside Investment Management sold 414 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $34.8K.
Westside Investment Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q2 2021 and held it in 8 quarters.
Westside Investment Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $34.8K in Q1 2023.
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 Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.