AE Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$240K Sell
2024
Q4
$352K Sell
2024
Q3
$357K Sell
2024
Q2
$375K Buy
2024
Q1
$390K Sell
2023
Q4
$520K Buy
2023
Q3
$397K Buy
2023
Q2
$374K Sell
2023
Q1
$553K Buy
2022
Q4
$504K Buy
2022
Q3
$448K Sell
2022
Q2
$737K Buy
2022
Q1
$478K Buy
2020
Q1
Sell
2019
Q4
$214K Buy