SWA
SOA Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
2,169
+6
| +0.3% | +$533 | 0.04% | 201 |
|
|
2025
Q1 | $180K | Buy |
2,163
+5
| +0.2% | +$415 | 0.04% | 199 |
|
|
2024
Q4 | $195K | Buy |
2,158
+9
| +0.4% | +$813 | 0.04% | 184 |
|
|
2024
Q3 | $200K | Sell |
2,149
-453
| -17% | -$42.2K | 0.04% | 187 |
|
|
2024
Q2 | $223K | Buy |
2,602
+6
| +0.2% | +$515 | 0.04% | 168 |
|
|
2024
Q1 | $226K | Hold |
2,596
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $217K | Hold |
2,596
| – | – | 0.05% | 166 |
|
|
2023
Q3 | $190K | Buy |
2,596
+460
| +22% | +$33.7K | 0.05% | 167 |
|
|
2023
Q2 | $164K | Hold |
2,136
| – | – | 0.04% | 183 |
|
|
2023
Q1 | $158K | Hold |
2,136
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $154K | Buy |
+2,136
| New | +$154K | 0.04% | 176 |
|