Everhart Financial Group’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 | $736K | Buy |
9,228
+516
| +6% | +$41.2K | 0.09% | 171 |
|
|
2025
Q1 | $683K | Sell |
8,712
-4
| -0% | -$314 | 0.09% | 151 |
|
|
2024
Q4 | $760K | Sell |
8,716
-10
| -0.1% | -$872 | 0.16% | 138 |
|
|
2024
Q3 | $758K | Sell |
8,726
-30
| -0.3% | -$2.61K | 0.17% | 136 |
|
|
2024
Q2 | $686K | Sell |
8,756
-55
| -0.6% | -$4.31K | 0.18% | 122 |
|
|
2024
Q1 | $731K | Sell |
8,811
-225
| -2% | -$18.7K | 0.21% | 103 |
|
|
2023
Q4 | $753K | Buy |
9,036
+63
| +0.7% | +$5.25K | 0.27% | 75 |
|
|
2023
Q3 | $649K | Sell |
8,973
-283
| -3% | -$20.5K | 0.28% | 76 |
|
|
2023
Q2 | $714K | Sell |
9,256
-107
| -1% | -$8.26K | 0.3% | 70 |
|
|
2023
Q1 | $713K | Buy |
9,363
+1,060
| +13% | +$80.8K | 0.32% | 63 |
|
|
2022
Q4 | $616K | Buy |
8,303
+1,527
| +23% | +$113K | 0.31% | 69 |
|
|
2022
Q3 | $455K | Buy |
6,776
+746
| +12% | +$50.1K | 0.25% | 77 |
|
|
2022
Q2 | $437K | Sell |
6,030
-90
| -1% | -$6.52K | 0.27% | 86 |
|
|
2022
Q1 | $510K | Sell |
6,120
-97
| -2% | -$8.08K | 0.29% | 74 |
|
|
2021
Q4 | $527K | Buy |
6,217
+220
| +4% | +$18.6K | 0.32% | 59 |
|
|
2021
Q3 | $491K | Sell |
5,997
-723
| -11% | -$59.2K | 0.34% | 55 |
|
|
2021
Q2 | $576K | Buy |
6,720
+2
| +0% | +$171 | 0.4% | 51 |
|
|
2021
Q1 | $551K | Buy |
6,718
+3
| +0% | +$246 | 0.48% | 43 |
|
|
2020
Q4 | $445K | Buy |
+6,715
| New | +$445K | 0.41% | 45 |
|