Financial Advocates Investment Management’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 | $4.5M | Buy |
56,427
+10,508
| +23% | +$838K | 0.37% | 54 |
|
2025
Q1 | $3.6M | Buy |
45,919
+35,019
| +321% | +$2.75M | 0.25% | 92 |
|
2024
Q4 | $951K | Buy |
10,900
+363
| +3% | +$31.7K | 0.05% | 310 |
|
2024
Q3 | $915K | Buy |
10,537
+693
| +7% | +$60.2K | 0.05% | 323 |
|
2024
Q2 | $771K | Sell |
9,844
-2,109
| -18% | -$165K | 0.05% | 344 |
|
2024
Q1 | $1.05M | Buy |
11,953
+406
| +4% | +$35.5K | 0.06% | 300 |
|
2023
Q4 | $962K | Sell |
11,547
-30,779
| -73% | -$2.56M | 0.06% | 294 |
|
2023
Q3 | $3.06M | Sell |
42,326
-340
| -0.8% | -$24.6K | 0.22% | 112 |
|
2023
Q2 | $3.29M | Sell |
42,666
-11,144
| -21% | -$860K | 0.24% | 104 |
|
2023
Q1 | $4.1M | Buy |
53,810
+1,244
| +2% | +$94.8K | 0.29% | 77 |
|
2022
Q4 | $3.9M | Buy |
52,566
+35,467
| +207% | +$2.63M | 0.29% | 88 |
|
2022
Q3 | $1.15M | Buy |
17,099
+2,469
| +17% | +$166K | 0.09% | 227 |
|
2022
Q2 | $1.06M | Buy |
14,630
+2,690
| +23% | +$195K | 0.09% | 256 |
|
2022
Q1 | $995K | Buy |
11,940
+1,167
| +11% | +$97.3K | 0.07% | 299 |
|
2021
Q4 | $913K | Buy |
10,773
+891
| +9% | +$75.5K | 0.06% | 334 |
|
2021
Q3 | $810K | Buy |
9,882
+1,566
| +19% | +$128K | 0.05% | 361 |
|
2021
Q2 | $713K | Sell |
8,316
-937
| -10% | -$80.3K | 0.05% | 380 |
|
2021
Q1 | $759K | Buy |
9,253
+305
| +3% | +$25K | 0.05% | 373 |
|
2020
Q4 | $592K | Sell |
8,948
-290
| -3% | -$19.2K | 0.04% | 411 |
|
2020
Q3 | $463K | Buy |
9,238
+362
| +4% | +$18.1K | 0.04% | 380 |
|
2020
Q2 | $436K | Buy |
+8,876
| New | +$436K | 0.04% | 374 |
|