McKinley Carter Wealth Services’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 Q2	–	Sell	-2,681	Closed	-$210K	–	317
2025 Q1	$210K	Sell	2,681 -74	-3%	-$6.28K	0.01%	295
2024 Q4	$240K	Sell	2,755 -474	-15%	-$42.3K	0.01%	270
2024 Q3	$280K	Sell	3,229 -473	-13%	-$39.6K	0.02%	264
2024 Q2	$290K	Sell	3,702 -1,002	-21%	-$79.6K	0.02%	263
2024 Q1	$390K	Sell	4,704 -1,921	-29%	-$154K	0.03%	229
2023 Q4	$552K	Sell	6,625 -261	-4%	-$19.3K	0.04%	193
2023 Q3	$498K	Buy	6,886 +1	+0%	+$77	0.04%	202
2023 Q2	$531K	Sell	6,885 -570	-8%	-$42.4K	0.04%	200
2023 Q1	$568K	Sell	7,455 -84	-1%	-$6.67K	0.04%	193
2022 Q4	$560K	Sell	7,539 -618	-8%	-$46.4K	0.05%	192
2022 Q3	$548K	Sell	8,157 -2,916	-26%	-$219K	0.05%	178
2022 Q2	$802K	Sell	11,073 -207	-2%	-$16.2K	0.07%	150
2022 Q1	$940K	Sell	11,280 -18	-0.2%	-$1.49K	0.07%	150
2021 Q4	$957K	Sell	11,298 -3,086	-21%	-$264K	0.07%	145
2021 Q3	$1.18M	Sell	14,384 -1,030	-7%	-$84.6K	0.1%	135
2021 Q2	$1.32M	Sell	15,414 -423	-3%	-$36K	0.11%	128
2021 Q1	$1.3M	Sell	15,837 -412	-3%	-$31.8K	0.11%	134
2020 Q4	$1.07M	Buy	+16,249	New	+$966K	0.14%	124