Meritage Portfolio Management’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 | $298K | Sell |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $951K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $240K | Buy |
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