Dean Jacobson Financial Services’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Dean Jacobson Financial Services’s Portfolio SLYV Stock Details SLYV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.5M	Buy
2025 Q1	–	Sell
2024 Q4	$25.6M	Buy
2024 Q3	$24.9M	Sell
2024 Q2	$22.6M	Buy
2024 Q1	$23.7M	Buy
2023 Q4	$23.7M	Buy
2023 Q3	$20.3M	Buy
2022 Q1	–	Sell
2021 Q4	$25.3M	Buy