Atria Wealth Solutions’s State Street 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	$1.57M	Buy	19,307 +6,574	+52%	+$499K	0.04%	484
2025 Q1	$998K	Sell	12,733 -1,388	-10%	-$118K	0.01%	900
2024 Q4	$1.23M	Sell	14,121 -232	-2%	-$20.7K	0.01%	847
2024 Q3	$1.25M	Sell	14,353 -12,723	-47%	-$1.06M	0.01%	832
2024 Q2	$2.12M	Buy	27,076 +4,260	+19%	+$338K	0.02%	604
2024 Q1	$1.89M	Sell	22,816 -1,653	-7%	-$133K	0.02%	662
2023 Q4	$2.04M	Sell	24,469 -37	-0.2%	-$2.74K	0.03%	600
2023 Q3	$1.77M	Sell	24,506 -1,761	-7%	-$136K	0.02%	600
2023 Q2	$2.03M	Buy	26,267 +1,709	+7%	+$127K	0.03%	558
2023 Q1	$1.87M	Buy	24,558 +1,237	+5%	+$98.3K	0.03%	565
2022 Q4	$1.73M	Buy	23,321 +1,661	+8%	+$125K	0.03%	565
2022 Q3	$1.45M	Sell	21,660 -72	-0.3%	-$5.42K	0.03%	597
2022 Q2	$1.57M	Sell	21,732 -89	-0.4%	-$6.95K	0.03%	526
2022 Q1	$1.82M	Buy	+21,821	New	+$1.81M	0.03%	511