Briggs Advisory Group’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
2023
Q3
$16.9M Sell
233,591
-1,257
-0.5% -$91K 9.68% 3
2023
Q2
$18.1M Sell
234,848
-6,369
-3% -$492K 10.12% 3
2023
Q1
$18.4M Sell
241,217
-2,154
-0.9% -$164K 10.89% 3
2022
Q4
$18.1M Sell
243,371
-5,943
-2% -$441K 11.5% 3
2022
Q3
$16.7M Sell
249,314
-9,391
-4% -$631K 12.56% 3
2022
Q2
$18.7M Sell
258,705
-15,870
-6% -$1.15M 13.69% 3
2022
Q1
$22.9M Sell
274,575
-5,913
-2% -$493K 15.19% 2
2021
Q4
$23.8M Buy
+280,488
New +$23.8M 16.21% 2