SWM
Seed 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 | $549K | Sell |
6,880
-600
| -8% | -$47.9K | 0.41% | 64 |
|
|
2025
Q1 | $586K | Hold |
7,480
| – | – | 0.48% | 58 |
|
|
2024
Q4 | $653K | Hold |
7,480
| – | – | 0.53% | 49 |
|
|
2024
Q3 | $649K | Hold |
7,480
| – | – | 0.52% | 53 |
|
|
2024
Q2 | $586K | Hold |
7,480
| – | – | 0.51% | 49 |
|
|
2024
Q1 | $612K | Hold |
7,480
| – | – | 0.59% | 42 |
|
|
2023
Q4 | $621K | Sell |
7,480
-3,500
| -32% | -$290K | 0.63% | 40 |
|
|
2023
Q3 | $795K | Sell |
10,980
-760
| -6% | -$55K | 0.89% | 29 |
|
|
2023
Q2 | $906K | Buy |
11,740
+2,260
| +24% | +$174K | 0.96% | 28 |
|
|
2023
Q1 | $722K | Buy |
9,480
+2,000
| +27% | +$152K | 0.82% | 29 |
|
|
2022
Q4 | $555K | Buy |
+7,480
| New | +$555K | 0.64% | 37 |
|