Intelligence Driven Advisers’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	$346K	Sell	3,659 -90	-2%	-$8.7K	0.06%	87
2025 Q4	$341K	Sell	3,749 -418	-10%	-$37.6K	0.05%	95
2025 Q3	$369K	Hold	4,167	–	–	0.05%	82
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%	+$7.95K	0.07%	65
2024 Q3	$354K	Sell	4,078 -90	-2%	-$7.53K	0.05%	76
2024 Q2	$326K	Buy	4,168 +90	+2%	+$7.15K	0.05%	80
2024 Q1	$338K	Sell	4,078 -100	-2%	-$8.02K	0.05%	65
2023 Q4	$329K	Sell	4,178 -55	-1%	-$4.07K	0.05%	65
2023 Q3	$296K	Buy	4,233 +313	+8%	+$24.2K	0.05%	66
2023 Q2	$296K	Sell	3,920 -127	-3%	-$9.45K	0.05%	74
2023 Q1	$300K	Sell	4,047 -7	-0.2%	-$556	0.05%	70
2022 Q4	$311K	Buy	4,054 +7	+0.2%	+$525	0.06%	74
2022 Q3	$286K	Hold	4,047	–	–	0.06%	88
2022 Q2	$290K	Hold	4,047	–	–	0.06%	85
2022 Q1	$328K	Hold	4,047	–	–	0.06%	74
2021 Q4	$331K	Sell	4,047 -101	-2%	-$8.63K	0.06%	71
2021 Q3	$349K	Buy	4,148 +101	+2%	+$8.29K	0.08%	60
2021 Q2	$347K	Buy	4,047 +127	+3%	+$10.8K	0.07%	74
2021 Q1	$321K	Sell	3,920 -625	-14%	-$48.2K	0.07%	63
2020 Q4	$301K	Buy	4,545 +412	+10%	+$24.5K	0.07%	78
2020 Q3	$207K	Sell	4,133 -44,154	-91%	-$2.27M	0.05%	74
2020 Q2	$2.37M	Buy	48,287 +665	+1%	+$30.5K	0.84%	29
2020 Q1	$1.95M	Sell	47,622 -3,662	-7%	-$207K	0.9%	27
2019 Q4	$3.37M	Buy	51,284 +2,177	+4%	+$138K	1.53%	17
2019 Q3	$3.01M	Buy	49,107 +1,609	+3%	+$96.5K	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	$2.38M	Buy	+44,318	New	+$2.69M	1.51%	21