Ulland Investment Advisors’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 | $8K | Hold |
90
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $7K | Hold |
90
| – | – | 0.01% | 187 |
|
|
2024
Q4 | $8K | Hold |
90
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $8K | Buy |
+90
| New | +$8K | 0.01% | 174 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$22K | – | 217 |
|
|
2022
Q4 | $22K | Sell |
300
-300
| -50% | -$22K | 0.03% | 128 |
|
|
2022
Q3 | $41K | Hold |
600
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $42K | Sell |
600
-2,350
| -80% | -$165K | 0.04% | 106 |
|
|
2022
Q1 | $247K | Sell |
2,950
-5,550
| -65% | -$465K | 0.19% | 60 |
|
|
2021
Q4 | $789K | Buy |
+8,500
| New | +$789K | 0.5% | 40 |
|