OneDigital Investment Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
9,375
-169
| -2% | -$13.5K | 0.01% | 743 |
|
|
2025
Q1 | $748K | Sell |
9,544
-5,412
| -36% | -$424K | 0.01% | 710 |
|
|
2024
Q4 | $1.3M | Buy |
14,956
+337
| +2% | +$29.4K | 0.02% | 549 |
|
|
2024
Q3 | $1.27M | Buy |
14,619
+963
| +7% | +$83.6K | 0.01% | 576 |
|
|
2024
Q2 | $1.07M | Buy |
13,656
+5,854
| +75% | +$458K | 0.01% | 595 |
|
|
2024
Q1 | $647K | Buy |
7,802
+1,247
| +19% | +$103K | 0.01% | 639 |
|
|
2023
Q4 | $546K | Buy |
+6,555
| New | +$546K | 0.01% | 682 |
|
|
2019
Q3 | – | Sell |
-123
| Closed | -$7K | – | 1014 |
|
|
2019
Q2 | $7K | Buy |
123
+1
| +0.8% | +$57 | ﹤0.01% | 997 |
|
|
2019
Q1 | $7K | Hold |
122
| – | – | ﹤0.01% | 950 |
|
|
2018
Q4 | $7K | Buy |
+122
| New | +$7K | ﹤0.01% | 918 |
|
|
2018
Q3 | – | Sell |
-201
| Closed | -$13K | – | 1195 |
|
|
2018
Q2 | $13K | Buy |
201
+81
| +68% | +$5.24K | ﹤0.01% | 971 |
|
|
2018
Q1 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 1109 |
|
|
2017
Q3 | – | Sell |
-2,840
| Closed | -$169K | – | 1155 |
|
|
2017
Q2 | $169K | Buy |
+2,840
| New | +$169K | 0.05% | 220 |
|