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Disclosery

SMI Advisory Services, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMI Advisory Services, LLC on SPY, newest first. How the timeline and the estimate are built.

SMI Advisory Services, LLC held 2,333 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,333 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,752,474.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,332 shares
    Change vs previous 13F -1,477 shares

    0.25% of the 13F portfolio, value $1,536,461.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,809 shares
    Change vs previous 13F +58 shares

    0.46% of the 13F portfolio, value $2,647,712.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,751 shares
    Change vs previous 13F -615 shares

    0.47% of the 13F portfolio, value $2,509,940.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,366 shares
    Change vs previous 13F +123 shares

    0.53% of the 13F portfolio, value $2,725,323.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,243 shares
    Change vs previous 13F -79,990 shares

    0.48% of the 13F portfolio, value $2,139,997.

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 84,233 shares
    Change vs previous 13F +10,608 shares

    11.3% of the 13F portfolio, value $48,972,077.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,625 shares
    Change vs previous 13F not available

    9.34% of the 13F portfolio, value $42,185,721.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).