KWA
SLYV icon

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

Kingswood Wealth Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Buy
26,289
+729
+3% +$58.1K 0.17% 133
2025
Q1 		$2M Sell
25,560
-88
-0.3% -$6.9K 0.18% 134
2024
Q4 		$2.24M Buy
+25,648
New +$2.24M 0.17% 133