Everhart Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $753K | Buy |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $491K | Sell |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $445K | Buy |
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