WAOTB
SLY

Wealth Advisors of Tampa Bay’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
2019
Q1
Sell
-6,725
Closed -$404K 76
2018
Q4
$404K Hold
6,725
0.33% 54
2018
Q3
$507K Sell
6,725
-2,115
-24% -$159K 0.36% 49
2018
Q2
$646K Buy
8,840
+4,420
+100% +$323K 0.49% 48
2018
Q1
$587K Buy
4,420
+60
+1% +$7.97K 0.42% 49
2017
Q4
$589K Buy
+4,360
New +$589K 0.4% 51