Accredited Investors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
7,435
-500
| -6% | -$39.9K | 0.04% | 128 |
|
|
2025
Q1 | $622K | Sell |
7,935
-66
| -0.8% | -$5.17K | 0.04% | 114 |
|
|
2024
Q4 | $698K | Sell |
8,001
-475
| -6% | -$41.4K | 0.04% | 107 |
|
|
2024
Q3 | $736K | Hold |
8,476
| – | – | 0.04% | 108 |
|
|
2024
Q2 | $664K | Hold |
8,476
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $703K | Sell |
8,476
-194
| -2% | -$16.1K | 0.05% | 105 |
|
|
2023
Q4 | $722K | Hold |
8,670
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $627K | Hold |
8,670
| – | – | 0.05% | 102 |
|
|
2023
Q2 | $669K | Buy |
8,670
+812
| +10% | +$62.7K | 0.05% | 95 |
|
|
2023
Q1 | $599K | Hold |
7,858
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $583K | Buy |
7,858
+194
| +3% | +$14.4K | 0.05% | 94 |
|
|
2022
Q3 | $515K | Hold |
7,664
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $555K | Hold |
7,664
| – | – | 0.07% | 98 |
|
|
2022
Q1 | $639K | Hold |
7,664
| – | – | 0.06% | 97 |
|
|
2021
Q4 | $649K | Buy |
+7,664
| New | +$649K | 0.06% | 97 |
|