Clearstead Advisors’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	$200K	Buy	+2,510	New	+$200K	﹤0.01%	894
2025 Q1	–	Sell	-3,090	Closed	-$270K	–	2304
2024 Q4	$270K	Hold	3,090	–	–	﹤0.01%	760
2024 Q3	$268K	Hold	3,090	–	–	﹤0.01%	758
2024 Q2	$242K	Buy	+3,090	New	+$242K	﹤0.01%	757