Rockbridge Investment Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Sell |
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|
2025
Q1 | $8.59M | Sell |
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|
2024
Q4 | $9.84M | Sell |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $9.91M | Sell |
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|
2022
Q3 | $9.03M | Buy |
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|
2022
Q2 | $9.67M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $9.52M | Buy |
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|
2021
Q2 | $9.33M | Buy |
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|
2021
Q1 | $8.56M | Sell |
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|
2020
Q4 | $7.02M | Buy |
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|
2020
Q3 | $5.09M | Buy |
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|
2020
Q2 | $4.47M | Buy |
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