Bartlett & Co Wealth Management’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
2026 Q1	$29.2K	Hold	286	–	–	﹤0.01%	761
2025 Q4	$26K	Hold	286	–	–	﹤0.01%	773
2025 Q3	$25.4K	Sell	286 -174	-38%	-$14.8K	﹤0.01%	787
2025 Q2	$36.7K	Sell	460 -20	-4%	-$1.52K	﹤0.01%	712
2025 Q1	$37.6K	Sell	480 -12	-2%	-$1.02K	﹤0.01%	707
2024 Q4	$42.9K	Hold	492	–	–	﹤0.01%	680
2024 Q3	$42.7K	Hold	492	–	–	﹤0.01%	685
2024 Q2	$38.5K	Sell	492 -304	-38%	-$24.1K	﹤0.01%	705
2024 Q1	$66K	Buy	796 +510	+178%	+$40.9K	﹤0.01%	618
2023 Q4	$24.2K	Hold	286	–	–	﹤0.01%	847
2023 Q3	$20.7K	Hold	286	–	–	﹤0.01%	821
2023 Q2	$22.1K	Hold	286	–	–	﹤0.01%	807
2023 Q1	$21.8K	Hold	286	–	–	﹤0.01%	697
2022 Q4	$21.2K	Hold	286	–	–	﹤0.01%	712
2022 Q3	$19.2K	Hold	286	–	–	﹤0.01%	712
2022 Q2	$20.7K	Hold	286	–	–	﹤0.01%	734
2022 Q1	$23.8K	Buy	+286	New	+$23.7K	﹤0.01%	709
2021 Q4	–	Sell	-286	Closed	-$23.4K	–	799
2021 Q3	$23.4K	Sell	286 -165	-37%	-$13.5K	﹤0.01%	619
2021 Q2	$38.7K	Hold	451	–	–	﹤0.01%	545
2021 Q1	$37K	Hold	451	–	–	﹤0.01%	589
2020 Q4	$29.9K	Sell	451 -1	-0.2%	-$59	﹤0.01%	612
2020 Q3	$22.6K	Buy	452 +127	+39%	+$6.52K	﹤0.01%	605
2020 Q2	$16K	Buy	+325	New	+$14.9K	﹤0.01%	632