Valley Wealth Managers’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
2025
Q3
$865K Sell
2025
Q2
$830K Sell
2025
Q1
$836K Sell
2024
Q4
$983K Sell
2024
Q3
$1.03M Buy
2024
Q2
$889K Sell
2024
Q1
$981K Sell
2023
Q4
$1.09M Buy
2023
Q3
$846K Sell
2023
Q2
$929K Buy
2023
Q1
$911K Buy
2022
Q4
$851K Buy
2022
Q3
$637K Sell
2022
Q2
$738K Buy
2022
Q1
$827K Buy
2021
Q4
$762K Buy
2021
Q3
$679K Buy
2021
Q2
$617K Buy
2021
Q1
$302K Buy