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 |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $568K | Sell |
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|
2022
Q4 | $560K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $940K | Sell |
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|
2021
Q4 | $957K | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.07M | Buy |
|