KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1M | Sell |
|
|||||
|
2025
Q2 | $11.1M | Sell |
|
|||||
|
2025
Q1 | $19M | Sell |
|
|||||
|
2024
Q4 | $20.2M | Sell |
|
|||||
|
2024
Q3 | $18.8M | Buy |
|
|||||
|
2024
Q2 | $16M | Sell |
|
|||||
|
2024
Q1 | $16.3M | Sell |
|
|||||
|
2023
Q4 | $16.9M | Sell |
|
|||||
|
2023
Q3 | $16.5M | Sell |
|
|||||
|
2023
Q2 | $16.7M | Sell |
|
|||||
|
2023
Q1 | $44.7M | Buy |
|
|||||
|
2022
Q4 | $44.1M | Sell |
|
|||||
|
2022
Q3 | $40.1M | Buy |
|
|||||
|
2022
Q2 | $13.3M | Buy |
|
|||||
|
2022
Q1 | $15.1M | Sell |
|
|||||
|
2021
Q4 | $15.1M | Sell |
|
|||||
|
2021
Q3 | $14.8M | Buy |
|
|||||
|
2021
Q2 | $14.5M | Sell |
|
|||||
|
2021
Q1 | $14.6M | Sell |
|
|||||
|
2020
Q4 | $11.9M | Buy |
|