Cornerstone Planning Group’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
2026 Q1	$80K	Buy	775 +741	+2,179%	+$71.6K	0.01%	282
2025 Q4	$3.28K	Sell	34 -86	-72%	-$7.73K	﹤0.01%	1082
2025 Q3	$16.5K	Buy	+120	New	+$10.2K	﹤0.01%	642
2025 Q2	–	Sell	-30	Closed	-$2.16K	–	1672
2025 Q1	$2.16K	Buy	+30	New	+$2.54K	﹤0.01%	964
2024 Q4	–	Sell	-63	Closed	-$5.47K	–	1484
2024 Q3	$5.47K	Hold	63	–	–	﹤0.01%	551
2024 Q2	$5.02K	Sell	63 -23	-27%	-$1.83K	﹤0.01%	575
2024 Q1	$6.86K	Sell	86 -163	-65%	-$13.1K	﹤0.01%	471
2023 Q4	$20.7K	Sell	249 -142	-36%	-$10.5K	0.01%	313
2023 Q3	$28.3K	Sell	391 -304	-44%	-$23.5K	0.01%	259
2023 Q2	$53.6K	Buy	+695	New	+$51.7K	0.02%	231
2022 Q4	$124K	Buy	+1,584	New	+$119K	0.05%	133