Financial Engines Advisors’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 % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,971
| Closed | -$586K | – | 305 |
|
|
2023
Q1 | $586K | Buy |
6,971
+630
| +10% | +$52.9K | ﹤0.01% | 204 |
|
|
2022
Q4 | $521K | Buy |
6,341
+70
| +1% | +$5.76K | ﹤0.01% | 208 |
|
|
2022
Q3 | $474K | Buy |
6,271
+41
| +0.7% | +$3.1K | ﹤0.01% | 202 |
|
|
2022
Q2 | $498K | Sell |
6,230
-15
| -0.2% | -$1.2K | ﹤0.01% | 201 |
|
|
2022
Q1 | $585K | Buy |
6,245
+4
| +0.1% | +$375 | ﹤0.01% | 191 |
|
|
2021
Q4 | $620K | Buy |
6,241
+71
| +1% | +$7.05K | ﹤0.01% | 141 |
|
|
2021
Q3 | $584K | Hold |
6,170
| – | – | ﹤0.01% | 159 |
|
|
2021
Q2 | $603K | Buy |
6,170
+39
| +0.6% | +$3.81K | ﹤0.01% | 128 |
|
|
2021
Q1 | $576K | Sell |
6,131
-713
| -10% | -$67K | ﹤0.01% | 154 |
|
|
2020
Q4 | $544K | Sell |
6,844
-76
| -1% | -$6.04K | ﹤0.01% | 157 |
|
|
2020
Q3 | $421K | Buy |
6,920
+762
| +12% | +$46.4K | ﹤0.01% | 167 |
|
|
2020
Q2 | $363K | Buy |
+6,158
| New | +$363K | ﹤0.01% | 148 |
|