NECFA
New England Capital Financial Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
48,759
+3,793
| +8% | +$337K | 1.98% | 10 |
|
|
2025
Q1 | $3.73M | Sell |
44,966
-3,440
| -7% | -$286K | 1.9% | 11 |
|
|
2024
Q4 | $4.37M | Buy |
48,406
+1,668
| +4% | +$151K | 2.13% | 10 |
|
|
2024
Q3 | $4.35M | Buy |
46,738
+846
| +2% | +$78.8K | 2.26% | 9 |
|
|
2024
Q2 | $3.94M | Buy |
45,892
+432
| +1% | +$37.1K | 2.2% | 9 |
|
|
2024
Q1 | $3.97M | Buy |
45,460
+2,948
| +7% | +$257K | 2.24% | 9 |
|
|
2023
Q4 | $3.56M | Buy |
42,512
+47
| +0.1% | +$3.93K | 2.14% | 9 |
|
|
2023
Q3 | $3.11M | Buy |
42,465
+1,492
| +4% | +$109K | 2.14% | 9 |
|
|
2023
Q2 | $3.15M | Buy |
40,973
+2,162
| +6% | +$166K | 2.08% | 9 |
|
|
2023
Q1 | $2.86M | Buy |
38,811
+864
| +2% | +$63.7K | 2.02% | 9 |
|
|
2022
Q4 | $2.86M | Buy |
+37,947
| New | +$2.86M | 2.03% | 10 |
|