Lutz Financial Services’s 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
Q2 | $11.8M | Sell |
|
|||||
|
2025
Q1 | $12.7M | Buy |
|
|||||
|
2024
Q4 | $14.1M | Sell |
|
|||||
|
2024
Q3 | $14.5M | Sell |
|
|||||
|
2024
Q2 | $13.2M | Sell |
|
|||||
|
2024
Q1 | $14.2M | Buy |
|
|||||
|
2023
Q4 | $14.1M | Sell |
|
|||||
|
2023
Q3 | $12.3M | Sell |
|
|||||
|
2023
Q2 | $13.7M | Buy |
|
|||||
|
2023
Q1 | $13.2M | Sell |
|
|||||
|
2022
Q4 | $13.1M | Sell |
|
|||||
|
2022
Q3 | $11.9M | Sell |
|
|||||
|
2022
Q2 | $13.2M | Buy |
|
|||||
|
2022
Q1 | $14.9M | Buy |
|
|||||
|
2021
Q4 | $14M | Sell |
|
|||||
|
2021
Q3 | $13.6M | Sell |
|
|||||
|
2021
Q2 | $14.5M | Buy |
|
|||||
|
2021
Q1 | $13.6M | Buy |
|
|||||
|
2020
Q4 | $10.6M | Buy |
|
|||||
|
2020
Q3 | $7.68M | Buy |
|
|||||
|
2020
Q2 | $7.47M | Buy |
|
|||||
|
2020
Q1 | $2.38M | Sell |
|
|||||
|
2019
Q4 | $5.14M | Buy |
|
|||||
|
2019
Q3 | $4.3M | Buy |
|
|||||
|
2019
Q2 | $3.73M | Buy |
|
|||||
|
2019
Q1 | $1.56M | Buy |
|
|||||
|
2018
Q4 | $1.13M | Buy |
|