Concord Asset Management (Virginia)’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
Sell
2025
Q2
$357K Buy
2025
Q1
Sell
2024
Q4
$9.83M Sell
2024
Q3
$10.7M Buy
2024
Q2
$8.98M Buy
2024
Q1
$9.23M Sell
2023
Q4
$9.98M Buy
2023
Q3
$8.41M Buy
2023
Q2
$7.83M Buy
2023
Q1
$6.42M Buy
2022
Q4
$3.61M Buy
2022
Q3
$1.31M Buy
2022
Q2
$1.01M Sell
2022
Q1
$1.2M Sell
2021
Q4
$1.23M Buy