Spire Wealth Management’s State Street 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
2026 Q1	$26K	Hold	275	–	–	﹤0.01%	1344
2025 Q4	$25K	Buy	275 +24	+10%	+$2.16K	﹤0.01%	1400
2025 Q3	$22.3K	Sell	251 -30	-11%	-$2.56K	﹤0.01%	1494
2025 Q2	$22.4K	Buy	281 +30	+12%	+$2.28K	﹤0.01%	1473
2025 Q1	$19.7K	Sell	251 -2,166	-90%	-$184K	﹤0.01%	1616
2024 Q4	$211K	Sell	2,417 -54	-2%	-$4.83K	0.01%	803
2024 Q3	$215K	Buy	2,471 +23	+0.9%	+$1.93K	0.01%	711
2024 Q2	$192K	Sell	2,448 -19	-0.8%	-$1.51K	0.01%	730
2024 Q1	$205K	Sell	2,467 -99	-4%	-$7.94K	﹤0.01%	760
2023 Q4	$203K	Sell	2,566 -44	-2%	-$3.25K	0.01%	761
2023 Q3	$189K	Sell	2,610 -95	-4%	-$7.34K	0.01%	726
2023 Q2	$209K	Sell	2,705 -12	-0.4%	-$893	0.01%	706
2023 Q1	$207K	Sell	2,717 -17,689	-87%	-$1.41M	0.01%	715
2022 Q4	$1.51M	Buy	20,406 +20,071	+5,991%	+$1.51M	0.09%	188
2022 Q3	$22K	Sell	335 -43,781	-99%	-$3.29M	﹤0.01%	1300
2022 Q2	$3.19M	Buy	44,116 +1,592	+4%	+$124K	0.13%	154
2022 Q1	$3.54M	Buy	42,524 +5,248	+14%	+$435K	0.09%	194
2021 Q4	$3.16M	Sell	37,276 -1,090	-3%	-$93.1K	0.07%	238
2021 Q3	$3.15M	Buy	38,366 +442	+1%	+$36.3K	0.08%	217
2021 Q2	$3.25M	Buy	37,924 +1,200	+3%	+$102K	0.09%	212
2021 Q1	$31K	Buy	+36,724	New	+$2.83M	﹤0.01%	1960