Spire Wealth Management’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 | $22.4K | Buy |
281
+30
| +12% | +$2.4K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $19.7K | Sell |
251
-2,166
| -90% | -$170K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $211K | Sell |
2,417
-54
| -2% | -$4.71K | 0.01% | 803 |
|
|
2024
Q3 | $215K | Buy |
2,471
+23
| +0.9% | +$2K | 0.01% | 711 |
|
|
2024
Q2 | $192K | Sell |
2,448
-19
| -0.8% | -$1.49K | 0.01% | 730 |
|
|
2024
Q1 | $205K | Sell |
2,467
-99
| -4% | -$8.21K | ﹤0.01% | 760 |
|
|
2023
Q4 | $203K | Sell |
2,566
-44
| -2% | -$3.48K | 0.01% | 761 |
|
|
2023
Q3 | $189K | Sell |
2,610
-95
| -4% | -$6.88K | 0.01% | 726 |
|
|
2023
Q2 | $209K | Sell |
2,705
-12
| -0.4% | -$926 | 0.01% | 706 |
|
|
2023
Q1 | $207K | Sell |
2,717
-17,689
| -87% | -$1.35M | 0.01% | 715 |
|
|
2022
Q4 | $1.52M | Buy |
20,406
+20,071
| +5,991% | +$1.49M | 0.09% | 188 |
|
|
2022
Q3 | $22K | Sell |
335
-43,781
| -99% | -$2.88M | ﹤0.01% | 1299 |
|
|
2022
Q2 | $3.19M | Buy |
44,116
+1,592
| +4% | +$115K | 0.13% | 154 |
|
|
2022
Q1 | $3.54M | Buy |
42,524
+5,248
| +14% | +$437K | 0.09% | 194 |
|
|
2021
Q4 | $3.16M | Sell |
37,276
-1,090
| -3% | -$92.3K | 0.07% | 238 |
|
|
2021
Q3 | $3.15M | Buy |
38,366
+442
| +1% | +$36.2K | 0.08% | 217 |
|
|
2021
Q2 | $3.25M | Buy |
37,924
+1,200
| +3% | +$103K | 0.09% | 212 |
|
|
2021
Q1 | $31K | Buy |
+36,724
| New | +$31K | ﹤0.01% | 1960 |
|