Berger Financial Group’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
$204K Buy
2025
Q1
Sell
2024
Q4
$205K Sell
2024
Q3
$277K Hold
2024
Q2
$250K Hold
2024
Q1
$265K Buy
2021
Q1
Sell
2020
Q4
$1.93M Buy