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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-194
Closed -$16K 1038
2023
Q1
$16K Buy
194
+1
+0.5% +$82 ﹤0.01% 761
2022
Q4
$16K Buy
193
+1
+0.5% +$83 ﹤0.01% 799
2022
Q3
$15K Sell
192
-98
-34% -$7.66K ﹤0.01% 752
2022
Q2
$23K Buy
290
+99
+52% +$7.85K ﹤0.01% 686
2022
Q1
$18K Hold
191
﹤0.01% 685
2021
Q4
$19K Sell
191
-44
-19% -$4.38K ﹤0.01% 725
2021
Q3
$22K Buy
235
+46
+24% +$4.31K ﹤0.01% 692
2021
Q2
$18K Buy
189
+1
+0.5% +$95 ﹤0.01% 684
2021
Q1
$18K Buy
+188
New +$18K ﹤0.01% 733
2015
Q2
Sell
-1,668
Closed -$90.7K 413
2015
Q1
$90.7K Hold
1,668
0.02% 209
2014
Q4
$87.2K Buy
1,668
+986
+145% +$51.5K 0.02% 205
2014
Q3
$33.5K Buy
+682
New +$33.5K 0.01% 275