Partners in Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3M	Buy	31,721 +332	+1%	+$32.1K	0.5%	26
2025 Q4	$2.86M	Buy	31,389 +140	+0.4%	+$12.6K	0.48%	27
2025 Q3	$2.77M	Buy	31,249 +113	+0.4%	+$9.63K	0.48%	28
2025 Q2	$2.48M	Buy	31,136 +5,063	+19%	+$384K	0.46%	29
2025 Q1	$2.04M	Buy	26,073 +529	+2%	+$44.9K	0.41%	29
2024 Q4	$2.23M	Buy	25,544 +659	+3%	+$58.9K	0.45%	29
2024 Q3	$2.16M	Buy	24,885 +74	+0.3%	+$6.19K	0.44%	29
2024 Q2	$1.94M	Buy	24,811 +1,347	+6%	+$107K	0.42%	28
2024 Q1	$1.95M	Sell	23,464 -394	-2%	-$31.6K	0.43%	28
2023 Q4	$1.99M	Buy	23,858 +1,729	+8%	+$128K	0.47%	29
2023 Q3	$1.6M	Sell	22,129 -279	-1%	-$21.6K	0.41%	31
2023 Q2	$1.73M	Sell	22,408 -3,675	-14%	-$273K	0.44%	30
2023 Q1	$1.99M	Sell	26,083 -57	-0.2%	-$4.53K	0.52%	29
2022 Q4	$1.94M	Buy	26,140 +1,936	+8%	+$145K	0.54%	30
2022 Q3	$1.9M	Sell	24,204 -779	-3%	-$58.6K	0.54%	25
2022 Q2	$1.89M	Sell	24,983 -3,738	-13%	-$292K	0.6%	22
2022 Q1	$2.33M	Buy	28,721 +9	+0%	+$745	0.73%	20
2021 Q4	$2.34M	Sell	28,712 -793	-3%	-$67.7K	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	+$2.51M	0.79%	19