Smi Advisory Services, LLC Reduced Holdings in Q3 2024

Smi Advisory Services, LLC

  • $385 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-17.2K
- 34.17%
$332.02 - $382.76 $5.72M - $6.59M
33.2K $12.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-40.4K
- 20.84%
$79.29 - $84.02 $3.2M - $3.39M
153K $12.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20.5K
- 29.62%
$125.95 - $142.04 $2.59M - $2.92M
48.8K $6.93M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-29K
- 48.17%
$56.04 - $62.99 $1.62M - $1.83M
31.2K $1.91M
IEV
Ishares Tr Europe ETF

ETFs
-31.4K
- 47.33%
$53.25 - $58.78 $1.67M - $1.85M
35K $2.04M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-25.5K
- 16.55%
$89.91 - $101.33 $2.29M - $2.58M
128K $12.6M
HYG
Ishares Tr

ETFs
-17.8K
- 10.79%
$76.72 - $80.36 $1.37M - $1.43M
147K $11.8M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.17K
- 4.0%
$21.05 - $21.17 $45.7K - $46K
52.2K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 7.52%
$182.15 - $182.15 $18.2K - $18.2K
1.23K $223K
SPMD
Spdr Portfolio

ETFs
-928
- 9.47%
$50.29 - $54.92 $46.7K - $51K
8.87K $485K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-756
- 1.75%
N/A
42.4K $0
VUG
Vanguard Growth ETF

ETFs
-15
- 2.35%
$341.08 - $391.94 $5.12K - $5.88K
623 $239K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-333
- 3.15%
$49.82 - $55.29 $16.6K - $18.4K
10.3K $566K
VEU
Vanguard Ftse All World Ex Us

ETFs
-366
- 3.98%
$56.47 - $63.69 $20.7K - $23.3K
8.84K $556K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-104
- 0.28%
$28.75 - $29.46 $2.99K - $3.06K
37.4K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-29
- 1.29%
$283.28 - $314.39 $8.22K - $9.12K
2.22K $697K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-277
- 1.52%
$27.15 - $30.78 $7.52K - $8.53K
17.9K $546K
IWR
Ishares Russell Mid Cap ETF

ETFs
-49
- 0.76%
$79.92 - $88.19 $3.92K - $4.32K
6.39K $563K
VV
Vanguard Large Cap ETF

ETFs
-28
- 0.69%
$236.92 - $263.4 $6.63K - $7.38K
4.05K $1.07M
SCHO
Schwab Short Term Us Treasury

ETFs
-178
- 0.12%
$47.93 - $49.06 $8.53K - $8.73K
154K $7.53M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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