McGuire Investment Group’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
-5,110
Closed -$429K 130
2023
Q1
$429K Hold
5,110
0.09% 82
2022
Q4
$420K Hold
5,110
0.09% 84
2022
Q3
$387K Hold
5,110
0.09% 83
2022
Q2
$409K Hold
5,110
0.09% 82
2022
Q1
$478K Hold
5,110
0.09% 78
2021
Q4
$508K Hold
5,110
0.08% 80
2021
Q3
$484K Hold
5,110
0.09% 80
2021
Q2
$499K Hold
5,110
0.09% 80
2021
Q1
$480K Sell
5,110
-2,000
-28% -$188K 0.1% 75
2020
Q4
$566K Hold
7,110
0.14% 64
2020
Q3
$433K Hold
7,110
0.13% 70
2020
Q2
$420K Hold
7,110
0.15% 61
2020
Q1
$344K Hold
7,110
0.14% 62
2019
Q4
$515K Hold
7,110
0.15% 63
2019
Q3
$478K Hold
7,110
0.16% 66
2019
Q2
$481K Hold
7,110
0.15% 65
2019
Q1
$474K Hold
7,110
0.16% 69
2018
Q4
$426K Hold
7,110
0.16% 67
2018
Q3
$537K Buy
+7,110
New +$537K 0.18% 68