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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
19,307
+6,574
+52% +$536K 0.04% 484
2025
Q1
$998K Sell
12,733
-1,388
-10% -$109K 0.01% 894
2024
Q4
$1.23M Sell
14,121
-232
-2% -$20.2K 0.01% 842
2024
Q3
$1.25M Sell
14,353
-12,723
-47% -$1.1M 0.01% 827
2024
Q2
$2.12M Buy
27,076
+4,260
+19% +$334K 0.02% 602
2024
Q1
$1.89M Sell
22,816
-1,653
-7% -$137K 0.02% 660
2023
Q4
$2.04M Sell
24,469
-37
-0.2% -$3.08K 0.03% 595
2023
Q3
$1.77M Sell
24,506
-1,761
-7% -$127K 0.02% 599
2023
Q2
$2.03M Buy
26,267
+1,709
+7% +$132K 0.03% 556
2023
Q1
$1.87M Buy
24,558
+1,237
+5% +$94.2K 0.03% 564
2022
Q4
$1.73M Buy
23,321
+1,661
+8% +$123K 0.03% 564
2022
Q3
$1.45M Sell
21,660
-72
-0.3% -$4.83K 0.03% 594
2022
Q2
$1.57M Sell
21,732
-89
-0.4% -$6.45K 0.03% 509
2022
Q1
$1.82M Buy
+21,821
New +$1.82M 0.03% 511