Center for Financial Planning’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 | $214K | Hold |
2,677
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $210K | Hold |
2,677
| – | – | 0.03% | 153 |
|
|
2024
Q4 | $234K | Hold |
2,677
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $232K | Buy |
2,677
+10
| +0.4% | +$868 | 0.03% | 144 |
|
|
2024
Q2 | $209K | Hold |
2,667
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $221K | Hold |
2,667
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $222K | Buy |
2,667
+450
| +20% | +$37.5K | 0.04% | 131 |
|
|
2023
Q3 | $160K | Hold |
2,217
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $171K | Hold |
2,217
| – | – | 0.04% | 144 |
|
|
2023
Q1 | $169K | Hold |
2,217
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $165K | Sell |
2,217
-102
| -4% | -$7.57K | 0.04% | 139 |
|
|
2022
Q3 | $156K | Buy |
2,319
+102
| +5% | +$6.86K | 0.04% | 136 |
|
|
2022
Q2 | $161K | Hold |
2,217
| – | – | 0.04% | 134 |
|
|
2022
Q1 | $185K | Hold |
2,217
| – | – | 0.04% | 135 |
|
|
2021
Q4 | $188K | Buy |
+2,217
| New | +$188K | 0.04% | 135 |
|