SWA
Strategies 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 | $7.28M | Buy |
82,080
+31,660
| +63% | +$2.81M | 0.8% | 18 |
|
|
2025
Q1 | $4.18M | Buy |
50,420
+2,172
| +5% | +$180K | 0.51% | 23 |
|
|
2024
Q4 | $4.51M | Sell |
48,248
-3,573
| -7% | -$334K | 0.56% | 20 |
|
|
2024
Q3 | $4.83M | Buy |
51,821
+185
| +0.4% | +$17.2K | 0.65% | 20 |
|
|
2024
Q2 | $4.43M | Sell |
51,636
-716
| -1% | -$61.5K | 0.65% | 20 |
|
|
2024
Q1 | $4.57M | Sell |
52,352
-304
| -0.6% | -$26.5K | 0.7% | 20 |
|
|
2023
Q4 | $4.4M | Sell |
52,656
-1,954
| -4% | -$163K | 0.75% | 22 |
|
|
2023
Q3 | $4M | Buy |
54,610
+1,066
| +2% | +$78.1K | 0.79% | 24 |
|
|
2023
Q2 | $4.12M | Buy |
53,544
+424
| +0.8% | +$32.6K | 0.84% | 22 |
|
|
2023
Q1 | $3.92M | Buy |
53,120
+586
| +1% | +$43.2K | 0.86% | 21 |
|
|
2022
Q4 | $3.8M | Buy |
+52,534
| New | +$3.8M | 0.94% | 22 |
|
|
2022
Q2 | $2.1M | Buy |
29,811
+3,445
| +13% | +$243K | 0.6% | 27 |
|
|
2022
Q1 | $2.21M | Buy |
26,366
+508
| +2% | +$42.6K | 0.59% | 26 |
|
|
2021
Q4 | $2.4M | Buy |
+25,858
| New | +$2.4M | 0.67% | 27 |
|