Founders Financial Alliance’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.1K	Buy	+805	New	+$77.8K	0.01%	478
2025 Q4	–	Sell	-367	Closed	-$32.5K	–	699
2025 Q3	$32.5K	Buy	+367	New	+$31.3K	0.01%	529
2025 Q2	–	Sell	-367	Closed	-$28.8K	–	606
2025 Q1	$28.8K	Hold	367	–	–	0.01%	478
2024 Q4	$32K	Hold	367	–	–	0.01%	414
2024 Q3	$31.9K	Hold	367	–	–	0.01%	418
2024 Q2	$28.7K	Hold	367	–	–	0.01%	413
2024 Q1	$30.4K	Hold	367	–	–	0.01%	413
2023 Q4	$30.6K	Hold	367	–	–	0.01%	371
2023 Q3	$26.6K	Hold	367	–	–	0.01%	364
2023 Q2	$28.3K	Buy	+367	New	+$27.3K	0.01%	387
2022 Q3	–	Sell	-252	Closed	-$18K	–	540
2022 Q2	$18K	Buy	+252	New	+$19.7K	0.01%	407
2022 Q1	–	Sell	-6,428	Closed	-$545K	–	473
2021 Q4	$545K	Buy	6,428 +3	+0%	+$256	0.22%	106
2021 Q3	$526K	Sell	6,425 -396	-6%	-$32.5K	0.25%	97
2021 Q2	$583K	Buy	+6,821	New	+$581K	0.27%	87