Falcon Wealth Planning’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Sell
2025
Q2
$358K Sell
2025
Q1
$375K Sell
2024
Q4
$419K Hold
2024
Q3
$432K Buy
2024
Q2
$396K Sell
2024
Q1
$411K Buy
2023
Q4
$389K Hold
2023
Q3
$341K Sell
2023
Q2
$368K Hold
2023
Q1
$353K Hold
2022
Q4
$346K Hold
2022
Q3
$326K Sell
2022
Q2
$347K Sell
2022
Q1
$435K Sell
2021
Q4
$531K Sell
2021
Q3
$499K Sell
2021
Q2
$578K Sell
2021
Q1
$616K Sell
2020
Q4
$638K Buy