Invera Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Invera Wealth Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.07M	Sell
2025 Q2	$970K	Buy
2025 Q1	$947K	Buy
2024 Q4	$1.07M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$925K	Buy
2024 Q1	$831K	Sell
2023 Q4	$944K	Buy