SWM
Seaside Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Hold |
5,981
| – | – | 0.15% | 39 |
|
|
2025
Q1 | $469K | Sell |
5,981
-14
| -0.2% | -$1.1K | 0.17% | 34 |
|
|
2024
Q4 | $523K | Sell |
5,995
-71
| -1% | -$6.2K | 0.19% | 32 |
|
|
2024
Q3 | $527K | Sell |
6,066
-92
| -1% | -$7.99K | 0.2% | 32 |
|
|
2024
Q2 | $482K | Sell |
6,158
-28
| -0.5% | -$2.19K | 0.2% | 32 |
|
|
2024
Q1 | $513K | Sell |
6,186
-181
| -3% | -$15K | 0.22% | 30 |
|
|
2023
Q4 | $530K | Sell |
6,367
-1,089
| -15% | -$90.7K | 0.24% | 29 |
|
|
2023
Q3 | $540K | Sell |
7,456
-748
| -9% | -$54.1K | 0.27% | 27 |
|
|
2023
Q2 | $633K | Sell |
8,204
-123,181
| -94% | -$9.51M | 0.33% | 25 |
|
|
2023
Q1 | $10M | Buy |
131,385
+4,901
| +4% | +$374K | 6.09% | 3 |
|
|
2022
Q4 | $9.39M | Buy |
126,484
+4,356
| +4% | +$323K | 6.2% | 3 |
|
|
2022
Q3 | $9.4M | Buy |
122,128
+20,224
| +20% | +$1.56M | 6.49% | 3 |
|
|
2022
Q2 | $8M | Buy |
+101,904
| New | +$8M | 6.06% | 3 |
|