EWM
Empirical Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
3,877
+90
| +2% | +$7.18K | 0.01% | 525 |
|
|
2025
Q1 | $297K | Sell |
3,787
-114
| -3% | -$8.94K | 0.01% | 516 |
|
|
2024
Q4 | $340K | Sell |
3,901
-822
| -17% | -$71.7K | 0.01% | 478 |
|
|
2024
Q3 | $410K | Sell |
4,723
-104
| -2% | -$9.03K | 0.01% | 403 |
|
|
2024
Q2 | $378K | Buy |
4,827
+1,270
| +36% | +$99.4K | 0.01% | 410 |
|
|
2024
Q1 | $295K | Buy |
3,557
+6
| +0.2% | +$498 | 0.01% | 443 |
|
|
2023
Q4 | $296K | Sell |
3,551
-140
| -4% | -$11.7K | 0.01% | 399 |
|
|
2023
Q3 | $267K | Buy |
3,691
+1
| +0% | +$72 | 0.01% | 390 |
|
|
2023
Q2 | $285K | Buy |
3,690
+1
| +0% | +$77 | 0.01% | 375 |
|
|
2023
Q1 | $281K | Sell |
3,689
-227
| -6% | -$17.3K | 0.01% | 398 |
|
|
2022
Q4 | $291K | Sell |
3,916
-259
| -6% | -$19.2K | 0.01% | 382 |
|
|
2022
Q3 | $280K | Buy |
4,175
+1
| +0% | +$67 | 0.01% | 390 |
|
|
2022
Q2 | $302K | Sell |
4,174
-96
| -2% | -$6.95K | 0.02% | 385 |
|
|
2022
Q1 | $355K | Sell |
4,270
-414
| -9% | -$34.4K | 0.02% | 377 |
|
|
2021
Q4 | $397K | Buy |
4,684
+57
| +1% | +$4.83K | 0.02% | 381 |
|
|
2021
Q3 | $379K | Sell |
4,627
-1,005
| -18% | -$82.3K | 0.02% | 346 |
|
|
2021
Q2 | $483K | Buy |
5,632
+1,960
| +53% | +$168K | 0.03% | 306 |
|
|
2021
Q1 | $301K | Sell |
3,672
-112
| -3% | -$9.18K | 0.02% | 324 |
|
|
2020
Q4 | $250K | Buy |
+3,784
| New | +$250K | 0.02% | 319 |
|
|
2020
Q1 | – | Sell |
-4,260
| Closed | -$280K | – | 344 |
|
|
2019
Q4 | $280K | Hold |
4,260
| – | – | 0.03% | 267 |
|
|
2019
Q3 | $261K | Buy |
+4,260
| New | +$261K | 0.03% | 240 |
|