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Ridgewood Investments’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ridgewood Investments’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-130
Closed -$11.3K – 747
2024
Q3 		$11.3K Hold
130
– – 0.01% 493
2024
Q2 		$10.2K Buy
+130
New +$10.3K 0.01% 509
2023
Q3 		– Sell
-130
Closed -$10K – 655
2023
Q2 		$10K Hold
130
– – 0.01% 511
2023
Q1 		$9.9K Buy
+130
New +$10.3K 0.01% 515

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CFS
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Cerity Partners
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GIM
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NP
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Ameriprise
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Wealth Enhancement Advisory Services
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return