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

Westwind Capital’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	-36,376	Closed	-$3.06M	–	42
2023 Q1	$3.06M	Buy	36,376 +15,901	+78%	+$1.38M	0.98%	20
2022 Q4	$1.68M	Buy	+20,475	New	+$1.71M	0.57%	21

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

Westwind Capital's SLY Position: Q2 2023 in Review

Westwind Capital 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 36,376 shares — an estimated $3.06M sold.

Westwind Capital first reported a position in SLY in Q4 2022 and held it in 2 quarters. The position peaked at $3.06M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Westwind Capital 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.
Westwind Capital sold 36,376 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $3.06M.
Westwind Capital 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.
Westwind Capital's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.06M 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 Westwind Capital's 13F filing for Q2 2023, filed 6 Jul 2023.