Independent Financial Group’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 | $775K | Sell |
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|
2025
Q4 | $756K | Sell |
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|
2025
Q3 | $751K | Buy |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $297K | Buy |
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