Sheets Smith Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Buy |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Buy |
|