Congress Wealth Management’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 | $408K | Sell |
5,115
-198
| -4% | -$15.8K | ﹤0.01% | 987 |
|
|
2025
Q1 | $417K | Buy |
5,313
+793
| +18% | +$62.3K | 0.01% | 864 |
|
|
2024
Q4 | $394K | Buy |
4,520
+11
| +0.2% | +$960 | 0.01% | 694 |
|
|
2024
Q3 | $392K | Sell |
4,509
-19,189
| -81% | -$1.67M | 0.01% | 680 |
|
|
2024
Q2 | $1.86M | Sell |
23,698
-19,871
| -46% | -$1.56M | 0.03% | 370 |
|
|
2024
Q1 | $3.62M | Sell |
43,569
-2,328
| -5% | -$193K | 0.06% | 260 |
|
|
2023
Q4 | $3.82M | Sell |
45,897
-148
| -0.3% | -$12.3K | 0.07% | 249 |
|
|
2023
Q3 | $3.33M | Buy |
+46,045
| New | +$3.33M | 0.07% | 257 |
|