Summit Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $325K | Buy |
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