Total Wealth Planning’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
18,004
+4,142
| +30% | +$368K | 0.2% | 50 |
|
|
2025
Q1 | $1.15M | Sell |
13,862
-332
| -2% | -$27.6K | 0.18% | 50 |
|
|
2024
Q4 | $1.28M | Buy |
14,194
+1,471
| +12% | +$133K | 0.2% | 47 |
|
|
2024
Q3 | $1.18M | Sell |
12,723
-253
| -2% | -$23.6K | 0.18% | 49 |
|
|
2024
Q2 | $1.22M | Sell |
12,976
-179
| -1% | -$16.8K | 0.2% | 49 |
|
|
2024
Q1 | $1.15M | Sell |
13,155
-1,033
| -7% | -$90.1K | 0.2% | 49 |
|
|
2023
Q4 | $1.19M | Sell |
14,188
-366
| -3% | -$30.6K | 0.22% | 49 |
|
|
2023
Q3 | $1.07M | Sell |
14,554
-139
| -0.9% | -$10.2K | 0.22% | 52 |
|
|
2023
Q2 | $1.13M | Sell |
14,693
-460
| -3% | -$35.4K | 0.24% | 50 |
|
|
2023
Q1 | $1.12M | Buy |
15,153
+8
| +0.1% | +$590 | 0.25% | 49 |
|
|
2022
Q4 | $1.09M | Buy |
15,145
+289
| +2% | +$20.9K | 0.27% | 49 |
|
|
2022
Q3 | $1.01M | Buy |
14,856
+145
| +1% | +$9.88K | 0.29% | 41 |
|
|
2022
Q2 | $1.04M | Buy |
14,711
+678
| +5% | +$47.8K | 0.3% | 42 |
|
|
2022
Q1 | $1.18M | Buy |
14,033
+218
| +2% | +$18.3K | 0.32% | 42 |
|
|
2021
Q4 | $825K | Buy |
13,815
+337
| +3% | +$20.1K | 0.51% | 22 |
|
|
2021
Q3 | $1.17M | Buy |
13,478
+104
| +0.8% | +$9.06K | 0.43% | 23 |
|
|
2021
Q2 | $1.19M | Sell |
13,374
-56
| -0.4% | -$4.97K | 0.47% | 21 |
|
|
2021
Q1 | $1.15M | Sell |
13,430
-2,057
| -13% | -$177K | 0.49% | 21 |
|
|
2020
Q4 | $1.18M | Sell |
15,487
-3,302
| -18% | -$252K | 0.55% | 21 |
|
|
2020
Q3 | $1.11M | Sell |
18,789
-2,124
| -10% | -$125K | 0.58% | 23 |
|
|
2020
Q2 | $1.19M | Buy |
20,913
+69
| +0.3% | +$3.92K | 0.66% | 21 |
|
|
2020
Q1 | $963K | Buy |
20,844
+584
| +3% | +$27K | 0.63% | 20 |
|
|
2019
Q4 | $1.31M | Buy |
20,260
+805
| +4% | +$51.9K | 0.7% | 21 |
|
|
2019
Q3 | $1.16M | Buy |
19,455
+3,531
| +22% | +$210K | 0.66% | 22 |
|
|
2019
Q2 | $970K | Buy |
15,924
+2,109
| +15% | +$128K | 0.57% | 22 |
|
|
2019
Q1 | $825K | Buy |
13,815
+3,129
| +29% | +$187K | 0.51% | 22 |
|
|
2018
Q4 | $576K | Buy |
+10,686
| New | +$576K | 0.4% | 23 |
|