Foundation Wealth Management (Pennsylvania)’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	$2.25M	Sell	28,249 -3,872	-12%	-$309K	0.97%	34
2025 Q1	$2.52M	Sell	32,121 -308	-0.9%	-$24.1K	1.2%	28
2024 Q4	$2.83M	Buy	+32,429	New	+$2.83M	1.37%	24