Sensible Money’s State Street 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
2026 Q1	$1.88M	Sell	19,861 -150	-0.7%	-$14.5K	0.57%	14
2025 Q4	$1.82M	Sell	20,011 -475	-2%	-$42.7K	0.58%	15
2025 Q3	$1.82M	Sell	20,486 -18	-0.1%	-$1.53K	0.62%	14
2025 Q2	$1.64M	Sell	20,504 -32	-0.2%	-$2.43K	0.62%	15
2025 Q1	$1.61M	Sell	20,536 -57	-0.3%	-$4.83K	0.69%	13
2024 Q4	$1.8M	Sell	20,593 -165	-0.8%	-$14.7K	0.79%	13
2024 Q3	$1.8M	Buy	20,758 +443	+2%	+$37.1K	0.79%	13
2024 Q2	$1.59M	Sell	20,315 -702	-3%	-$55.8K	0.78%	13
2024 Q1	$1.74M	Sell	21,017 -1,297	-6%	-$104K	0.94%	11
2023 Q4	$1.86M	Buy	22,314 +7	+0%	+$518	1.12%	11
2023 Q3	$1.61M	Sell	22,307 -638	-3%	-$49.3K	1.14%	11
2023 Q2	$1.77M	Sell	22,945 -122	-0.5%	-$9.07K	1.29%	11
2023 Q1	$1.76M	Sell	23,067 -460	-2%	-$36.5K	1.52%	11
2022 Q4	$1.75M	Buy	+23,527	New	+$1.76M	1.87%	10