Partners in Financial Planning’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 | $2.48M | Buy |
31,136
+5,063
| +19% | +$404K | 0.46% | 29 |
|
|
2025
Q1 | $2.04M | Buy |
26,073
+529
| +2% | +$41.5K | 0.41% | 29 |
|
|
2024
Q4 | $2.23M | Buy |
25,544
+659
| +3% | +$57.5K | 0.45% | 29 |
|
|
2024
Q3 | $2.16M | Buy |
24,885
+74
| +0.3% | +$6.43K | 0.44% | 29 |
|
|
2024
Q2 | $1.94M | Buy |
24,811
+1,347
| +6% | +$105K | 0.42% | 28 |
|
|
2024
Q1 | $1.95M | Sell |
23,464
-394
| -2% | -$32.7K | 0.43% | 28 |
|
|
2023
Q4 | $1.99M | Buy |
23,858
+1,729
| +8% | +$144K | 0.47% | 29 |
|
|
2023
Q3 | $1.6M | Sell |
22,129
-279
| -1% | -$20.2K | 0.41% | 31 |
|
|
2023
Q2 | $1.73M | Sell |
22,408
-3,675
| -14% | -$284K | 0.44% | 30 |
|
|
2023
Q1 | $1.99M | Sell |
26,083
-57
| -0.2% | -$4.34K | 0.52% | 29 |
|
|
2022
Q4 | $1.94M | Buy |
26,140
+1,936
| +8% | +$144K | 0.54% | 30 |
|
|
2022
Q3 | $1.9M | Sell |
24,204
-779
| -3% | -$61K | 0.54% | 25 |
|
|
2022
Q2 | $1.89M | Sell |
24,983
-3,738
| -13% | -$284K | 0.6% | 22 |
|
|
2022
Q1 | $2.33M | Buy |
28,721
+9
| +0% | +$729 | 0.73% | 20 |
|
|
2021
Q4 | $2.34M | Sell |
28,712
-793
| -3% | -$64.8K | 0.72% | 20 |
|
|
2021
Q3 | $2.42M | Buy |
29,505
+34
| +0.1% | +$2.79K | 0.75% | 19 |
|
|
2021
Q2 | $2.53M | Buy |
+29,471
| New | +$2.53M | 0.79% | 19 |
|