IA
SLY
IFG 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 |
-36,822
| Closed | -$3.09M | – | 122 |
|
|
2023
Q1 | $3.09M | Sell |
36,822
-1,342
| -4% | -$113K | 1.22% | 18 |
|
|
2022
Q4 | $3.14M | Sell |
38,164
-692
| -2% | -$56.9K | 1.37% | 18 |
|
|
2022
Q3 | $2.94M | Sell |
38,856
-5,185
| -12% | -$392K | 1.49% | 17 |
|
|
2022
Q2 | $3.53M | Sell |
44,041
-1,374
| -3% | -$110K | 1.78% | 14 |
|
|
2022
Q1 | $4.25M | Buy |
45,415
+7,248
| +19% | +$678K | 1.88% | 13 |
|
|
2021
Q4 | $3.79M | Buy |
38,167
+4,079
| +12% | +$405K | 1.61% | 15 |
|
|
2021
Q3 | $3.23M | Buy |
34,088
+11,551
| +51% | +$1.09M | 1.48% | 14 |
|
|
2021
Q2 | $2.2M | Buy |
22,537
+10,757
| +91% | +$1.05M | 1.05% | 15 |
|
|
2021
Q1 | $1.11M | Buy |
11,780
+1,724
| +17% | +$162K | 0.61% | 19 |
|
|
2020
Q4 | $800K | Sell |
10,056
-105
| -1% | -$8.35K | 0.5% | 23 |
|
|
2020
Q3 | $618K | Buy |
10,161
+1,752
| +21% | +$107K | 0.44% | 33 |
|
|
2020
Q2 | $496K | Buy |
8,409
+547
| +7% | +$32.3K | 0.39% | 39 |
|
|
2020
Q1 | $381K | Buy |
7,862
+2,750
| +54% | +$133K | 0.38% | 42 |
|
|
2019
Q4 | $370K | Buy |
5,112
+1,328
| +35% | +$96.1K | 0.31% | 34 |
|
|
2019
Q3 | $254K | Buy |
+3,784
| New | +$254K | 0.24% | 50 |
|