Laurel Wealth Advisors (North Carolina)’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
48,654
+48,044
| +7,876% | +$602K | 0.01% | 313 |
|
|
2025
Q1 | $47.8K | Hold |
610
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $53.2K | Hold |
610
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $53K | Hold |
610
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $47.8K | Hold |
610
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $50.6K | Hold |
610
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $50.8K | Sell |
610
-21
| -3% | -$1.75K | 0.01% | 278 |
|
|
2023
Q3 | $45.7K | Hold |
631
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $48.7K | Buy |
631
+15
| +2% | +$1.16K | 0.01% | 284 |
|
|
2023
Q1 | $46.9K | Hold |
616
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $45.7K | Hold |
616
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $41K | Hold |
616
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $45K | Hold |
616
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $51K | Hold |
616
| – | – | 0.01% | 272 |
|
|
2021
Q4 | $52K | Hold |
616
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $50K | Sell |
616
-225
| -27% | -$18.3K | 0.01% | 268 |
|
|
2021
Q2 | $72K | Hold |
841
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $69K | Hold |
841
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $56K | Buy |
841
+605
| +256% | +$40.3K | 0.01% | 252 |
|
|
2020
Q3 | $12K | Buy |
236
+7
| +3% | +$356 | ﹤0.01% | 379 |
|
|
2020
Q2 | $11K | Buy |
229
+220
| +2,444% | +$10.6K | ﹤0.01% | 375 |
|
|
2020
Q1 | $0 | Buy |
9
+5
| +125% | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 539 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 539 |
|