Ballentine Capital Advisors’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
Q3
$210K Sell
2025
Q2
$215K Hold
2025
Q1
$211K Hold
2024
Q4
$235K Sell
2024
Q3
$238K Sell
2024
Q2
$216K Sell
2024
Q1
$236K Buy
2023
Q4
$216K Buy