Confluence Wealth Services’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$988K Sell
2025
Q1
$893K Sell
2024
Q4
$1.08M Sell
2024
Q3
$1.38M Sell
2024
Q2
$2M Buy
2024
Q1
$13.6M Buy
2023
Q3
Sell
2023
Q2
$530K Buy
2023
Q1
$506K Buy
2022
Q4
$494K Buy