Waldron Private Wealth’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 | $490K | Hold |
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|
2025
Q2 | $441K | Hold |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $715K | Hold |
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|
2021
Q1 | $684K | Hold |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $409K | Buy |
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