EWM
Empirical Wealth Management’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,619
| Closed | -$237K | – | 705 |
|
|
2024
Q4 | $237K | Buy |
+2,619
| New | +$237K | 0.01% | 546 |
|
|
2019
Q3 | – | Sell |
-12,000
| Closed | -$731K | – | 292 |
|
|
2019
Q2 | $731K | Hold |
12,000
| – | – | 0.1% | 118 |
|
|
2019
Q1 | $716K | Hold |
12,000
| – | – | 0.1% | 117 |
|
|
2018
Q4 | $647K | Hold |
12,000
| – | – | 0.11% | 108 |
|
|
2018
Q3 | $810K | Hold |
12,000
| – | – | 0.14% | 83 |
|
|
2018
Q2 | $758K | Buy |
12,000
+9,000
| +300% | +$569K | 0.14% | 82 |
|
|
2018
Q1 | $698K | Hold |
3,000
| – | – | 0.14% | 81 |
|
|
2017
Q4 | $682K | Hold |
3,000
| – | – | 0.15% | 73 |
|
|
2017
Q3 | $684K | Hold |
3,000
| – | – | 0.16% | 71 |
|
|
2017
Q2 | $649K | Hold |
3,000
| – | – | 0.16% | 68 |
|
|
2017
Q1 | $638K | Buy |
+3,000
| New | +$638K | 0.16% | 71 |
|