Private Wealth Management Group’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 | $1.02M | Sell |
12,830
-534
| -4% | -$42.6K | 0.34% | 39 |
|
|
2025
Q1 | $1.05M | Buy |
13,364
+58
| +0.4% | +$4.55K | 0.39% | 35 |
|
|
2024
Q4 | $1.16M | Sell |
13,306
-825
| -6% | -$72K | 0.44% | 30 |
|
|
2024
Q3 | $1.23M | Sell |
14,131
-376
| -3% | -$32.6K | 0.48% | 30 |
|
|
2024
Q2 | $1.14M | Sell |
14,507
-769
| -5% | -$60.2K | 0.49% | 29 |
|
|
2024
Q1 | $1.27M | Sell |
15,276
-54
| -0.4% | -$4.48K | 0.57% | 25 |
|
|
2023
Q4 | $1.28M | Buy |
+15,330
| New | +$1.28M | 0.63% | 25 |
|