Carter Financial 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
2025
Q2
$918K Buy
+11,503
New +$918K 0.6% 38
2022
Q1
$6.08M Buy
+72,972
New +$6.08M 8.15% 4