GeoWealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.46K Sell
106
-1
-0.9% -$80 ﹤0.01% 1124
2025
Q1
$8.4K Buy
107
+77
+257% +$6.04K ﹤0.01% 1000
2024
Q4
$2.63K Sell
30
-1
-3% -$88 ﹤0.01% 1623
2024
Q3
$2.72K Buy
+31
New +$2.72K ﹤0.01% 1528