Modera Wealth Management’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 | $7.57M | Sell |
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|
2025
Q1 | $7.8M | Sell |
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|
2024
Q4 | $8.94M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $4.11M | Buy |
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|
2024
Q1 | $4.35M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $4.1M | Hold |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.1M | Sell |
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|
2022
Q1 | $4.72M | Sell |
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|
2021
Q4 | $4.81M | Sell |
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|
2021
Q3 | $4.68M | Sell |
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|
2021
Q2 | $4.94M | Sell |
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|
2021
Q1 | $4.79M | Sell |
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|
2020
Q4 | $4.02M | Sell |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $3.3M | Sell |
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|
2020
Q1 | $3.66M | Buy |
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|
2019
Q4 | $5.12M | Sell |
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|
2019
Q3 | $4.81M | Sell |
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|
2019
Q2 | $5.08M | Buy |
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|
2019
Q1 | $4.69M | Buy |
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|
2018
Q4 | $4.08M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $914K | Buy |
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|
2015
Q3 | $295K | Buy |
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