TIA
Tiemann Investment Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
2,356
| – | – | 0.08% | 199 |
|
|
2025
Q1 | $185K | Hold |
2,356
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $206K | Hold |
2,356
| – | – | 0.09% | 184 |
|
|
2024
Q3 | $205K | Buy |
+2,356
| New | +$205K | 0.09% | 191 |
|
|
2022
Q3 | – | Sell |
-2,494
| Closed | -$181K | – | 200 |
|
|
2022
Q2 | $181K | Hold |
2,494
| – | – | 0.1% | 195 |
|
|
2022
Q1 | $208K | Hold |
2,494
| – | – | 0.1% | 196 |
|
|
2021
Q4 | $211K | Sell |
2,494
-1,000
| -29% | -$84.6K | 0.09% | 217 |
|
|
2021
Q3 | $286K | Hold |
3,494
| – | – | 0.14% | 155 |
|
|
2021
Q2 | $300K | Hold |
3,494
| – | – | 0.14% | 160 |
|
|
2021
Q1 | $287K | Sell |
3,494
-1,613
| -32% | -$132K | 0.14% | 158 |
|
|
2020
Q4 | $338K | Buy |
+5,107
| New | +$338K | 0.18% | 127 |
|
|
2020
Q2 | – | Sell |
-4,745
| Closed | -$194K | – | 184 |
|
|
2020
Q1 | $194K | Hold |
4,745
| – | – | 0.17% | 147 |
|
|
2019
Q4 | $312K | Hold |
4,745
| – | – | 0.21% | 123 |
|
|
2019
Q3 | $291K | Buy |
4,745
+24
| +0.5% | +$1.47K | 0.21% | 126 |
|
|
2019
Q2 | $286K | Buy |
+4,721
| New | +$286K | 0.21% | 133 |
|