Highland Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $986K | Sell |
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|
2025
Q2 | $899K | Buy |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $606K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $470K | Buy |
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