Crewe Advisors’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	$3.03K	Sell	32 -16	-33%	-$1.55K	﹤0.01%	860
2025 Q4	$4.37K	Sell	48 -31	-39%	-$2.79K	﹤0.01%	747
2025 Q3	$7K	Hold	79	–	–	﹤0.01%	690
2025 Q2	$6.3K	Hold	79	–	–	﹤0.01%	510
2025 Q1	$6.19K	Hold	79	–	–	﹤0.01%	460
2024 Q4	$6.89K	Sell	79 -41	-34%	-$3.66K	﹤0.01%	458
2024 Q3	$10.4K	Sell	120 -44	-27%	-$3.68K	﹤0.01%	489
2024 Q2	$12.8K	Sell	164 -5	-3%	-$397	﹤0.01%	642
2024 Q1	$14K	Buy	+169	New	+$13.6K	﹤0.01%	564
2023 Q3	–	Sell	-91	Closed	-$7.03K	–	866
2023 Q2	$7.03K	Hold	91	–	–	﹤0.01%	437
2023 Q1	$6.93K	Hold	91	–	–	﹤0.01%	597
2022 Q4	$6.75K	Hold	91	–	–	﹤0.01%	620
2022 Q3	$6K	Buy	+91	New	+$6.84K	﹤0.01%	818