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

JFS 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
Q2 		– Sell
2025
Q1 		$41.6K Buy
2024
Q2 		– Sell
2024
Q1 		$2.58K Buy
2022
Q4 		– Sell
2022
Q3 		$54K Hold
2022
Q2 		$58K Hold
2022
Q1 		$67K Buy