Atria Investments’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
Q1 | – | Sell |
-5,811
| Closed | -$507K | – | 1991 |
|
|
2024
Q4 | $507K | Sell |
5,811
-62
| -1% | -$5.41K | 0.01% | 1319 |
|
|
2024
Q3 | $510K | Sell |
5,873
-1,406
| -19% | -$122K | 0.01% | 1306 |
|
|
2024
Q2 | $570K | Buy |
+7,279
| New | +$570K | 0.01% | 1239 |
|
|
2023
Q1 | – | Sell |
-14,362
| Closed | -$1.07M | – | 863 |
|
|
2022
Q4 | $1.07M | Buy |
+14,362
| New | +$1.07M | 0.02% | 739 |
|
|
2022
Q2 | – | Sell |
-18,769
| Closed | -$1.56M | – | 862 |
|
|
2022
Q1 | $1.56M | Buy |
18,769
+3,087
| +20% | +$257K | 0.03% | 660 |
|
|
2021
Q4 | $1.33M | Buy |
15,682
+360
| +2% | +$30.5K | 0.02% | 721 |
|
|
2021
Q3 | $1.26M | Sell |
15,322
-52
| -0.3% | -$4.26K | 0.02% | 699 |
|
|
2021
Q2 | $1.32M | Buy |
+15,374
| New | +$1.32M | 0.03% | 663 |
|
|
2017
Q3 | – | Sell |
-20,064
| Closed | -$1.2M | – | 825 |
|
|
2017
Q2 | $1.2M | Buy |
20,064
+1,000
| +5% | +$59.7K | 0.07% | 262 |
|
|
2017
Q1 | $1.13M | Sell |
19,064
-5,856
| -23% | -$346K | 0.07% | 242 |
|
|
2016
Q4 | $1.48M | Buy |
+24,920
| New | +$1.48M | 0.11% | 189 |
|