HBK Sorce Advisory’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Sell |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $809K | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $2.8M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.99M | Sell |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $5.16M | Sell |
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|
2020
Q1 | $5.48M | Sell |
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|
2019
Q4 | $10M | Sell |
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|
2019
Q3 | $9.38M | Sell |
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|
2019
Q2 | $10.1M | Sell |
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|
2019
Q1 | $10.5M | Sell |
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|
2018
Q4 | $9.67M | Buy |
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