Plante Moran Financial Advisors’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 | $12K | Hold |
151
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $11.8K | Sell |
151
-145
| -49% | -$11.4K | ﹤0.01% | 543 |
|
|
2024
Q4 | $25.9K | Buy |
296
+1
| +0.3% | +$87 | ﹤0.01% | 445 |
|
|
2024
Q3 | $25.6K | Buy |
295
+144
| +95% | +$12.5K | ﹤0.01% | 486 |
|
|
2024
Q2 | $11.8K | Buy |
+151
| New | +$11.8K | ﹤0.01% | 561 |
|
|
2019
Q3 | – | Sell |
-66
| Closed | -$4K | – | 904 |
|
|
2019
Q2 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 675 |
|
|
2016
Q3 | – | Sell |
-124
| Closed | -$6K | – | 980 |
|
|
2016
Q2 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 607 |
|