SWM
SilverOak 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 | $385K | Hold |
4,829
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $379K | Hold |
4,829
| – | – | 0.08% | 68 |
|
|
2024
Q4 | $421K | Hold |
4,829
| – | – | 0.09% | 64 |
|
|
2024
Q3 | $419K | Hold |
4,829
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $378K | Hold |
4,829
| – | – | 0.09% | 66 |
|
|
2024
Q1 | $401K | Hold |
4,829
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $402K | Buy |
+4,829
| New | +$402K | 0.11% | 61 |
|