Smi Advisory Services, LLC Reduced Holdings in Q4 2024

Smi Advisory Services, LLC

  • $368 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
-213K
- 57.2%
$54.6 - $68.9 $11.6M - $14.7M
159K $9.61M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-64.2K
- 49.95%
$87.1 - $98.49 $5.59M - $6.32M
64.3K $5.61M
GLD
Spdr Gold Trust

ETFs
-20.4K
- 30.11%
$236.59 - $257.5 $4.82M - $5.25M
47.3K $11.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
-66.2K
- 50.08%
$55.97 - $62.75 $3.71M - $4.16M
66K $3.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-34.4K
- 22.41%
$80.13 - $83.77 $2.76M - $2.88M
119K $9.56M
PHYS
Sprott Physical Gold Trust

Financial Services
-92.6K
- 29.97%
$19.66 - $21.66 $1.82M - $2.01M
216K $4.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
-21.2K
- 33.24%
$87.42 - $98.06 $1.86M - $2.08M
42.7K $3.81M
VDE
Vanguard Energy ETF

ETFs
-10.5K
- 63.3%
$116.67 - $136.78 $1.23M - $1.44M
6.09K $739K
EMB
Ishares Tr

ETFs
-6.6K
- 7.95%
$88.94 - $93.46 $587K - $617K
76.4K $6.81M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.46K
- 4.82%
$106.33 - $110.69 $262K - $273K
48.6K $5.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-321
- 1.03%
$55.45 - $61.08 $17.8K - $19.6K
30.9K $1.71M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.1%
$727.2 - $932.06 $727 - $932
1.03K $792K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.07K
- 14.84%
$71.75 - $75.11 $76.6K - $80.2K
6.13K $440K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-146
- 0.81%
$27.88 - $30.51 $4.07K - $4.45K
17.8K $497K
SPMD
Spdr Portfolio

ETFs
-421
- 4.75%
$54.13 - $59.56 $22.8K - $25.1K
8.45K $462K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1
- 0.01%
$42.79 - $44.9 $42.8 - $44.9
10.7K $459K
IWR
Ishares Russell Mid Cap ETF

ETFs
-148
- 2.32%
$87.25 - $95.52 $12.9K - $14.1K
6.25K $552K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-122
- 4.35%
$77.98 - $84.06 $9.51K - $10.3K
2.68K $216K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-793
- 1.87%
N/A
41.6K $0
Fidelity Wise Origin Bitcoin
-25.6K
- 27.17%
N/A
68.7K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 1.69%
$521.84 - $558.82 $17.7K - $19K
1.98K $1.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-17
- 0.77%
$311.11 - $335.64 $5.29K - $5.71K
2.2K $708K
VUG
Vanguard Growth ETF

ETFs
-5
- 0.8%
$378.79 - $428.11 $1.89K - $2.14K
618 $253K
VXF
Vanguard Extended Market ETF

ETFs
-2.19K
- 3.84%
$179.17 - $207.15 $392K - $453K
54.7K $10.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-292
- 0.88%
$370.24 - $418.94 $108K - $122K
32.9K $13.2M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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