IDA
Intelligence Driven Advisers’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
4,167
| – | – | 0.05% | 80 |
|
|
2025
Q1 | $327K | Hold |
4,167
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $364K | Buy |
4,167
+89
| +2% | +$7.77K | 0.07% | 65 |
|
|
2024
Q3 | $354K | Sell |
4,078
-90
| -2% | -$7.81K | 0.05% | 76 |
|
|
2024
Q2 | $326K | Buy |
4,168
+90
| +2% | +$7.05K | 0.05% | 80 |
|
|
2024
Q1 | $338K | Sell |
4,078
-100
| -2% | -$8.3K | 0.05% | 65 |
|
|
2023
Q4 | $329K | Sell |
4,178
-55
| -1% | -$4.33K | 0.05% | 65 |
|
|
2023
Q3 | $296K | Buy |
4,233
+313
| +8% | +$21.9K | 0.05% | 66 |
|
|
2023
Q2 | $296K | Sell |
3,920
-127
| -3% | -$9.58K | 0.05% | 74 |
|
|
2023
Q1 | $300K | Sell |
4,047
-7
| -0.2% | -$519 | 0.05% | 70 |
|
|
2022
Q4 | $311K | Buy |
4,054
+7
| +0.2% | +$537 | 0.06% | 74 |
|
|
2022
Q3 | $286K | Hold |
4,047
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $290K | Hold |
4,047
| – | – | 0.06% | 84 |
|
|
2022
Q1 | $328K | Hold |
4,047
| – | – | 0.06% | 74 |
|
|
2021
Q4 | $331K | Sell |
4,047
-101
| -2% | -$8.26K | 0.06% | 71 |
|
|
2021
Q3 | $349K | Buy |
4,148
+101
| +2% | +$8.5K | 0.08% | 60 |
|
|
2021
Q2 | $347K | Buy |
4,047
+127
| +3% | +$10.9K | 0.07% | 74 |
|
|
2021
Q1 | $321K | Sell |
3,920
-625
| -14% | -$51.2K | 0.07% | 63 |
|
|
2020
Q4 | $301K | Buy |
4,545
+412
| +10% | +$27.3K | 0.07% | 78 |
|
|
2020
Q3 | $207K | Sell |
4,133
-44,154
| -91% | -$2.21M | 0.05% | 74 |
|
|
2020
Q2 | $2.37M | Buy |
48,287
+665
| +1% | +$32.7K | 0.84% | 29 |
|
|
2020
Q1 | $1.95M | Sell |
47,622
-3,662
| -7% | -$150K | 0.9% | 27 |
|
|
2019
Q4 | $3.37M | Buy |
51,284
+2,177
| +4% | +$143K | 1.53% | 17 |
|
|
2019
Q3 | $3.01M | Buy |
49,107
+1,609
| +3% | +$98.6K | 1.42% | 17 |
|
|
2019
Q2 | $2.88M | Buy |
47,498
+1,853
| +4% | +$112K | 1.37% | 20 |
|
|
2019
Q1 | $2.75M | Buy |
45,645
+1,327
| +3% | +$80K | 1.51% | 19 |
|
|
2018
Q4 | $2.39M | Buy |
+44,318
| New | +$2.39M | 1.51% | 21 |
|