Key Financial Inc’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
187,926
+29,193
| +18% | +$2.33M | 3.02% | 4 |
|
|
2025
Q1 | $12.4M | Sell |
158,733
-3,913
| -2% | -$307K | 2.71% | 6 |
|
|
2024
Q4 | $14.2M | Buy |
162,646
+1,845
| +1% | +$161K | 3.23% | 4 |
|
|
2024
Q3 | $14M | Buy |
160,801
+4,701
| +3% | +$408K | 3.09% | 5 |
|
|
2024
Q2 | $12.2M | Buy |
156,100
+10,707
| +7% | +$838K | 2.93% | 6 |
|
|
2024
Q1 | $12.1M | Buy |
145,393
+7,188
| +5% | +$596K | 3.08% | 5 |
|
|
2023
Q4 | $11.5M | Buy |
138,205
+4,658
| +3% | +$388K | 3.15% | 5 |
|
|
2023
Q3 | $9.66M | Buy |
133,547
+4,039
| +3% | +$292K | 3.26% | 4 |
|
|
2023
Q2 | $10M | Buy |
129,508
+15,354
| +13% | +$1.19M | 3.31% | 4 |
|
|
2023
Q1 | $8.7M | Buy |
114,154
+19,663
| +21% | +$1.5M | 3.17% | 5 |
|
|
2022
Q4 | $6.34M | Hold |
94,491
| – | – | 3% | 5 |
|
|
2022
Q3 | $6.34M | Sell |
94,491
-4,603
| -5% | -$309K | 2.98% | 5 |
|
|
2022
Q2 | $7.26M | Buy |
99,094
+1,014
| +1% | +$74.3K | 3.93% | 3 |
|
|
2022
Q1 | $8.17M | Buy |
98,080
+8,550
| +10% | +$712K | 4.06% | 3 |
|
|
2021
Q4 | $7.59M | Buy |
89,530
+406
| +0.5% | +$34.4K | 3.8% | 4 |
|
|
2021
Q3 | $7.31M | Buy |
89,124
+2,015
| +2% | +$165K | 4.13% | 3 |
|
|
2021
Q2 | $7.14M | Buy |
87,109
+10,976
| +14% | +$899K | 3.99% | 3 |
|
|
2021
Q1 | $6.24M | Buy |
76,133
+5,157
| +7% | +$423K | 4.11% | 3 |
|
|
2020
Q4 | $4.7M | Buy |
70,976
+8,774
| +14% | +$581K | 3.5% | 5 |
|
|
2020
Q3 | $3.12M | Buy |
62,202
+2,510
| +4% | +$126K | 3.2% | 6 |
|
|
2020
Q2 | $2.89M | Sell |
59,692
-1,722
| -3% | -$83.5K | 3.32% | 7 |
|
|
2020
Q1 | $2.51M | Buy |
+61,414
| New | +$2.51M | 2.57% | 6 |
|