Focus Partners Wealth’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 | $22.3M | Sell |
279,097
-1,486
| -0.5% | -$119K | 0.05% | 332 |
|
2025
Q1 | $22M | Buy |
280,583
+362
| +0.1% | +$28.4K | 0.06% | 307 |
|
2024
Q4 | $24.4M | Sell |
280,221
-577
| -0.2% | -$50.3K | 0.06% | 280 |
|
2024
Q3 | $24.4M | Buy |
280,798
+277,865
| +9,474% | +$24.1M | 0.08% | 255 |
|
2024
Q2 | $230K | Buy |
2,933
+161
| +6% | +$12.6K | ﹤0.01% | 1131 |
|
2024
Q1 | $230K | Buy |
+2,772
| New | +$230K | ﹤0.01% | 891 |
|