Avant Financial Advisors’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
$1.19M Sell
14,916
-8,550
-36% -$682K 0.98% 29
2025
Q1
$1.84M Buy
23,466
+6,480
+38% +$508K 1.67% 21
2024
Q4
$1.48M Buy
+16,986
New +$1.48M 1.36% 24