Strategic Wealth Partners’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	$718	Buy	+9	New	+$718	﹤0.01%	1061
2018 Q4	–	Sell	-50,008	Closed	-$3.41M	–	708
2018 Q3	$3.41M	Buy	50,008 +48,622	+3,508%	+$3.32M	1.82%	11
2018 Q2	$93K	Sell	1,386 -38,616	-97%	-$2.59M	0.05%	203
2018 Q1	$2.47M	Buy	+40,002	New	+$2.47M	1.27%	16