Dakota 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 | $3M | Sell |
37,578
-5,547
| -13% | -$442K | 0.06% | 214 |
|
|
2025
Q1 | $3.38M | Sell |
43,125
-7,374
| -15% | -$578K | 0.08% | 189 |
|
|
2024
Q4 | $4.41M | Sell |
50,499
-7,980
| -14% | -$696K | 0.1% | 165 |
|
|
2024
Q3 | $5.08M | Sell |
58,479
-18,489
| -24% | -$1.61M | 0.11% | 156 |
|
|
2024
Q2 | $6.03M | Sell |
76,968
-8,670
| -10% | -$679K | 0.14% | 131 |
|
|
2024
Q1 | $7.11M | Buy |
+85,638
| New | +$7.11M | 0.18% | 119 |
|