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