Sequoia Financial Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Sequoia Financial Advisors’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
2025 Q2	$444K	Hold
2025 Q1	$436K	Buy
2017 Q2	–	Sell
2017 Q1	$278K	Sell
2016 Q4	$296K	Buy
2015 Q2	–	Sell
2015 Q1	$607K	Sell
2014 Q4	$1.99M	Buy
2014 Q3	$1.79M	Buy