Financial Advocates Investment Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-42,890
| Closed | -$3.6M | – | 784 |
|
2023
Q1 | $3.6M | Sell |
42,890
-31,286
| -42% | -$2.63M | 0.26% | 88 |
|
2022
Q4 | $6.1M | Buy |
74,176
+52,618
| +244% | +$4.33M | 0.45% | 48 |
|
2022
Q3 | $1.63M | Buy |
21,558
+539
| +3% | +$40.8K | 0.13% | 170 |
|
2022
Q2 | $1.68M | Sell |
21,019
-58,141
| -73% | -$4.66M | 0.14% | 186 |
|
2022
Q1 | $7.41M | Buy |
79,160
+6,313
| +9% | +$591K | 0.49% | 42 |
|
2021
Q4 | $7.24M | Buy |
72,847
+52,413
| +256% | +$5.21M | 0.46% | 38 |
|
2021
Q3 | $1.94M | Sell |
20,434
-41,843
| -67% | -$3.96M | 0.13% | 184 |
|
2021
Q2 | $6.09M | Buy |
62,277
+7,099
| +13% | +$694K | 0.41% | 41 |
|
2021
Q1 | $5.19M | Buy |
55,178
+3,480
| +7% | +$327K | 0.37% | 55 |
|
2020
Q4 | $4.11M | Buy |
51,698
+32,630
| +171% | +$2.6M | 0.28% | 81 |
|
2020
Q3 | $1.16M | Sell |
19,068
-73
| -0.4% | -$4.45K | 0.1% | 214 |
|
2020
Q2 | $1.13M | Buy |
+19,141
| New | +$1.13M | 0.11% | 219 |
|