Phillips Financial Management’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 | $4.47K | Hold |
56
| – | – | ﹤0.01% | 268 |
|
|
2025
Q1 | $4.39K | Hold |
56
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $4.89K | Hold |
56
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $4.86K | Hold |
56
| – | – | ﹤0.01% | 260 |
|
|
2024
Q2 | $4.39K | Hold |
56
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $4.65K | Hold |
56
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $4.67K | Hold |
56
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $4.05K | Hold |
56
| – | – | ﹤0.01% | 233 |
|
|
2023
Q2 | $4.32K | Hold |
56
| – | – | ﹤0.01% | 227 |
|
|
2023
Q1 | $4.27K | Hold |
56
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $4.16K | Hold |
56
| – | – | ﹤0.01% | 219 |
|
|
2022
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 217 |
|