Sequoia Financial Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
5,565
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $436K | Buy |
+5,565
| New | +$436K | ﹤0.01% | 899 |
|
|
2017
Q2 | – | Sell |
-4,708
| Closed | -$278K | – | 295 |
|
|
2017
Q1 | $278K | Sell |
4,708
-266
| -5% | -$15.7K | 0.04% | 211 |
|
|
2016
Q4 | $296K | Buy |
+4,974
| New | +$296K | 0.04% | 195 |
|
|
2015
Q2 | – | Sell |
-11,342
| Closed | -$607K | – | 199 |
|
|
2015
Q1 | $607K | Sell |
11,342
-26,370
| -70% | -$1.41M | 0.28% | 82 |
|
|
2014
Q4 | $1.99M | Buy |
37,712
+2,620
| +7% | +$139K | 1.36% | 17 |
|
|
2014
Q3 | $1.8M | Buy |
+35,092
| New | +$1.8M | 1.24% | 17 |
|