Smi Advisory Services, LLC Purchases and Sells in Q3 2025

Smi Advisory Services, LLC

$221 Million
Q3 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	36.6K + 2606.06%	$420.11 - $472.68 $15.4M - $17.3M	38K $17.5M
BSCP	50.3K + 4.23%	$20.66 - $20.74 $1.04M - $1.04M	1.24M $25.6M
BIV	3.7K + 1.17%	$76.16 - $78.59 $281K - $290K	318K $24.9M
IBDQ	16.5K + 128.98%	$25.09 - $25.19 $413K - $415K	29.2K $736K
SCHO	2.7K + 0.75%	$24.23 - $24.42 $65.4K - $65.9K	361K $8.79M
BND	613 + 9.42%	$72.57 - $74.72 $44.5K - $45.8K	7.12K $529K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	39.9K New	$250.97 - $282.66 $10M - $11.3M	39.9K $11.2M
XME	110K New	$67.16 - $93.48 $7.42M - $10.3M	110K $10.3M
XLY	14.7K New	$216.09 - $242.18 $3.17M - $3.55M	14.7K $3.51M
XLC	28.2K New	$105.99 - $119.41 $2.99M - $3.36M	28.2K $3.34M
XLF	55.4K New	$51.37 - $54.25 $2.85M - $3.01M	55.4K $2.99M
XLI	9.53K New	$147.94 - $154.99 $1.41M - $1.48M	9.53K $1.47M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	-1.87K - 34.58%	$225.11 - $247.9 $422K - $465K	3.55K $876K
AGGY	-5.04K - 41.72%	$43.1 - $44.6 $217K - $225K	7.04K $311K
SPY	-615 - 14.09%	$617.65 - $666.84 $380K - $410K	3.75K $2.5M
SPTS	-2.43K - 20.87%	$29.12 - $29.34 $70.7K - $71.2K	9.2K $269K
SPLG	-1.23K - 24.21%	$72.65 - $78.68 $89.5K - $96.9K	3.86K $302K
GVAL	-95.7K - 13.86%	N/A	595K $0

Activity Summary All Purchases 23 New Holdings 11 Increased Positions 12 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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