Congress Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Congress Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$408K	Sell
2025 Q1	$417K	Buy
2024 Q4	$394K	Buy
2024 Q3	$392K	Sell
2024 Q2	$1.86M	Sell
2024 Q1	$3.62M	Sell
2023 Q4	$3.82M	Sell
2023 Q3	$3.33M	Buy