United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
11,827
-381
| -3% | -$36.8K | 0.01% | 718 |
|
|
2025
Q4 | $1.11M | Buy |
12,208
+1,454
| +14% | +$131K | 0.01% | 702 |
|
|
2025
Q3 | $953K | Sell |
10,754
-1,000
| -9% | -$85.2K | 0.01% | 650 |
|
|
2025
Q2 | $938K | Sell |
11,754
-775
| -6% | -$58.8K | 0.01% | 605 |
|
|
2025
Q1 | $982K | Sell |
12,529
-178
| -1% | -$15.1K | 0.01% | 567 |
|
|
2024
Q4 | $1.11M | Sell |
12,707
-7
| -0.1% | -$625 | 0.01% | 530 |
|
|
2024
Q3 | $1.1M | Sell |
12,714
-162
| -1% | -$13.6K | 0.01% | 521 |
|
|
2024
Q2 | $1.01M | Sell |
12,876
-142
| -1% | -$11.3K | 0.01% | 525 |
|
|
2024
Q1 | $1.08M | Sell |
13,018
-520
| -4% | -$41.7K | 0.01% | 541 |
|
|
2023
Q4 | $1.13M | Sell |
13,538
-388
| -3% | -$28.7K | 0.01% | 530 |
|
|
2023
Q3 | $1.01M | Sell |
13,926
-323
| -2% | -$25K | 0.01% | 511 |
|
|
2023
Q2 | $1.1M | Sell |
14,249
-2,807
| -16% | -$209K | 0.01% | 533 |
|
|
2023
Q1 | $1.3M | Sell |
17,056
-2,001
| -11% | -$159K | 0.01% | 522 |
|
|
2022
Q4 | $1.41M | Sell |
19,057
-968
| -5% | -$72.6K | 0.01% | 549 |
|
|
2022
Q3 | $1.34M | Sell |
20,025
-1,578
| -7% | -$119K | 0.01% | 550 |
|
|
2022
Q2 | $1.56M | Buy |
21,603
+76
| +0.4% | +$5.93K | 0.01% | 543 |
|
|
2022
Q1 | $1.79M | Sell |
21,527
-1,660
| -7% | -$137K | 0.01% | 543 |
|
|
2021
Q4 | $1.96M | Sell |
23,187
-523
| -2% | -$44.7K | 0.01% | 544 |
|
|
2021
Q3 | $1.94M | Sell |
23,710
-1,541
| -6% | -$127K | 0.01% | 531 |
|
|
2021
Q2 | $2.16M | Sell |
25,251
-2,520
| -9% | -$214K | 0.01% | 520 |
|
|
2021
Q1 | $2.28M | Sell |
27,771
-4,768
| -15% | -$367K | 0.01% | 482 |
|
|
2020
Q4 | $2.15M | Sell |
32,539
-3,869
| -11% | -$230K | 0.01% | 492 |
|
|
2020
Q3 | $1.82M | Sell |
36,408
-6,854
| -16% | -$352K | 0.01% | 525 |
|
|
2020
Q2 | $2.13M | Sell |
43,262
-2,736
| -6% | -$125K | 0.02% | 502 |
|
|
2020
Q1 | $1.88M | Buy |
45,998
+1,046
| +2% | +$59.2K | 0.02% | 508 |
|
|
2019
Q4 | $2.95M | Buy |
44,952
+736
| +2% | +$46.6K | 0.02% | 527 |
|
|
2019
Q3 | $2.71M | Buy |
44,216
+2,137
| +5% | +$128K | 0.02% | 526 |
|
|
2019
Q2 | $2.55M | Buy |
42,079
+3,296
| +8% | +$200K | 0.02% | 552 |
|
|
2019
Q1 | $2.34M | Buy |
38,783
+1,637
| +4% | +$98.7K | 0.02% | 562 |
|
|
2018
Q4 | $2M | Buy |
37,146
+2,802
| +8% | +$170K | 0.02% | 566 |
|
|
2018
Q3 | $2.35M | Sell |
34,344
-2,773
| -7% | -$192K | 0.02% | 571 |
|
|
2018
Q2 | $2.48M | Buy |
37,117
+1,383
| +4% | +$90.5K | 0.02% | 539 |
|
|
2018
Q1 | $2.21M | Buy |
+35,734
| New | +$2.25M | 0.02% | 563 |
|
Other funds holding SLYV
CFS
NP
GIM
WWA
