Partners in Financial Planning’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
18,483
+7,678
| +71% | +$681K | 0.3% | 33 |
|
|
2025
Q1 | $897K | Sell |
10,805
-85
| -0.8% | -$7.06K | 0.18% | 48 |
|
|
2024
Q4 | $984K | Sell |
10,890
-1,094
| -9% | -$98.8K | 0.2% | 44 |
|
|
2024
Q3 | $1.12M | Sell |
11,984
-794
| -6% | -$73.9K | 0.23% | 44 |
|
|
2024
Q2 | $1.1M | Sell |
12,778
-86
| -0.7% | -$7.38K | 0.24% | 44 |
|
|
2024
Q1 | $1.12M | Sell |
12,864
-731
| -5% | -$63.8K | 0.25% | 43 |
|
|
2023
Q4 | $1.14M | Sell |
13,595
-3,523
| -21% | -$295K | 0.27% | 41 |
|
|
2023
Q3 | $1.25M | Sell |
17,118
-332
| -2% | -$24.3K | 0.32% | 38 |
|
|
2023
Q2 | $1.34M | Buy |
17,450
+201
| +1% | +$15.5K | 0.34% | 36 |
|
|
2023
Q1 | $1.27M | Sell |
17,249
-86
| -0.5% | -$6.34K | 0.33% | 40 |
|
|
2022
Q4 | $1.25M | Buy |
17,335
+6,552
| +61% | +$472K | 0.35% | 37 |
|
|
2022
Q3 | $822K | Buy |
10,783
+956
| +10% | +$72.9K | 0.23% | 43 |
|
|
2022
Q2 | $746K | Buy |
9,827
+77
| +0.8% | +$5.84K | 0.24% | 43 |
|
|
2022
Q1 | $768K | Sell |
9,750
-418
| -4% | -$32.9K | 0.24% | 41 |
|
|
2021
Q4 | $846K | Buy |
10,168
+1,325
| +15% | +$110K | 0.26% | 39 |
|
|
2021
Q3 | $770K | Buy |
8,843
+12
| +0.1% | +$1.05K | 0.24% | 40 |
|
|
2021
Q2 | $784K | Buy |
+8,831
| New | +$784K | 0.25% | 40 |
|