Optimist Retirement Group’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Optimist Retirement Group’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2M	Buy
2025 Q1	$10.6M	Buy
2024 Q4	$11.7M	Buy
2024 Q3	$11.2M	Buy
2024 Q2	$9.87M	Buy
2024 Q1	$10.4M	Buy
2023 Q4	$9.63M	Buy