Smi Advisory Services, LLC Purchases and Sells in Q4 2024

Smi Advisory Services, LLC

$368 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	69.9K + 31.44%	$198.04 - $221.51 $13.8M - $15.5M	292K $61.5M
SPY	10.6K + 14.41%	$567.81 - $607.81 $6.02M - $6.45M	84.2K $49.4M
HYG	40.9K + 27.76%	$78.09 - $80.04 $3.19M - $3.27M	188K $14.8M
SDY	24.5K + 50.14%	$131.66 - $144.0 $3.22M - $3.52M	73.2K $9.67M
BSCP	86K + 3.22%	$20.6 - $20.71 $1.77M - $1.78M	2.75M $56.9M
FBCG	7.02K + 3.73%	$42.05 - $48.31 $295K - $339K	195K $9.03M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWO	40.8K New	$278.19 - $315.36 $11.4M - $12.9M	40.8K $11.8M
BSCR	14.1K New	$19.42 - $19.76 $275K - $279K	14.1K $275K
BSCQ	12.7K New	$19.38 - $19.58 $245K - $248K	12.7K $246K
HWM	1.93K New	$99.72 - $120.09 $192K - $231K	1.93K $210K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KRE	-213K - 57.2%	$54.6 - $68.9 $11.6M - $14.7M	159K $9.61M
TLT	-64.2K - 49.95%	$87.1 - $98.49 $5.59M - $6.32M	64.3K $5.61M
GLD	-20.4K - 30.11%	$236.59 - $257.5 $4.82M - $5.25M	47.3K $11.5M
USRT	-66.2K - 50.08%	$55.97 - $62.75 $3.71M - $4.16M	66K $3.78M
VCIT	-34.4K - 22.41%	$80.13 - $83.77 $2.76M - $2.88M	119K $9.56M
PHYS	-92.6K - 29.97%	$19.66 - $21.66 $1.82M - $2.01M	216K $4.36M

Activity Summary All Purchases 23 New Holdings 4 Increased Positions 19 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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