United Capital Financial Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

United Capital Financial Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$938K	Sell	11,754 -775	-6%	-$61.8K	0.01%	598
2025 Q1	$982K	Sell	12,529 -178	-1%	-$14K	0.01%	562
2024 Q4	$1.11M	Sell	12,707 -7	-0.1%	-$611	0.01%	525
2024 Q3	$1.1M	Sell	12,714 -162	-1%	-$14.1K	0.01%	521
2024 Q2	$1.01M	Sell	12,876 -142	-1%	-$11.1K	0.01%	520
2024 Q1	$1.08M	Sell	13,018 -520	-4%	-$43.1K	0.01%	538
2023 Q4	$1.13M	Sell	13,538 -388	-3%	-$32.3K	0.01%	529
2023 Q3	$1.01M	Sell	13,926 -323	-2%	-$23.4K	0.01%	511
2023 Q2	$1.1M	Sell	14,249 -2,807	-16%	-$217K	0.01%	533
2023 Q1	$1.3M	Sell	17,056 -2,001	-11%	-$152K	0.01%	521
2022 Q4	$1.41M	Sell	19,057 -968	-5%	-$71.8K	0.01%	549
2022 Q3	$1.34M	Sell	20,025 -1,578	-7%	-$106K	0.01%	550
2022 Q2	$1.56M	Buy	21,603 +76	+0.4%	+$5.5K	0.01%	543
2022 Q1	$1.79M	Sell	21,527 -1,660	-7%	-$138K	0.01%	540
2021 Q4	$1.96M	Sell	23,187 -523	-2%	-$44.3K	0.01%	543
2021 Q3	$1.94M	Sell	23,710 -1,541	-6%	-$126K	0.01%	530
2021 Q2	$2.16M	Sell	25,251 -2,520	-9%	-$216K	0.01%	519
2021 Q1	$2.28M	Sell	27,771 -4,768	-15%	-$391K	0.01%	482
2020 Q4	$2.15M	Sell	32,539 -3,869	-11%	-$256K	0.01%	491
2020 Q3	$1.82M	Sell	36,408 -6,854	-16%	-$343K	0.01%	524
2020 Q2	$2.13M	Sell	43,262 -2,736	-6%	-$134K	0.02%	500
2020 Q1	$1.88M	Buy	45,998 +1,046	+2%	+$42.7K	0.02%	507
2019 Q4	$2.95M	Buy	44,952 +736	+2%	+$48.4K	0.02%	525
2019 Q3	$2.71M	Buy	44,216 +2,137	+5%	+$131K	0.02%	525
2019 Q2	$2.55M	Buy	42,079 +3,296	+8%	+$200K	0.02%	548
2019 Q1	$2.34M	Buy	38,783 +1,637	+4%	+$98.7K	0.02%	558
2018 Q4	$2M	Buy	37,146 +2,802	+8%	+$151K	0.02%	566
2018 Q3	$2.35M	Sell	34,344 -2,773	-7%	-$189K	0.02%	571
2018 Q2	$2.48M	Buy	37,117 +1,383	+4%	+$92.4K	0.02%	539
2018 Q1	$2.21M	Buy	+35,734	New	+$2.21M	0.02%	563