Center for Financial Planning’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 | $237K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $171K | Hold |
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|
2023
Q1 | $169K | Hold |
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|
2022
Q4 | $165K | Sell |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $185K | Hold |
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|
2021
Q4 | $188K | Buy |
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