Waverly 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 | $487K | Sell |
5,486
-100
| -2% | -$8.88K | 0.01% | 810 |
|
|
2025
Q1 | $464K | Sell |
5,586
-168
| -3% | -$13.9K | 0.01% | 801 |
|
|
2024
Q4 | $520K | Buy |
5,754
+2,596
| +82% | +$235K | 0.01% | 672 |
|
|
2024
Q3 | $294K | Buy |
3,158
+239
| +8% | +$22.3K | 0.01% | 688 |
|
|
2024
Q2 | $251K | Hold |
2,919
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $255K | Buy |
+2,919
| New | +$255K | 0.01% | 608 |
|