Wealthcare Advisory Partners’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 Q2	$605K	Sell	5,543 -68	-1%	-$7K	0.01%	658
2026 Q1	$531K	Sell	5,611 -279	-5%	-$27K	0.01%	685
2025 Q4	$536K	Sell	5,890 -431	-7%	-$38.7K	0.01%	673
2025 Q3	$560K	Sell	6,321 -206	-3%	-$17.6K	0.01%	647
2025 Q2	$521K	Buy	+6,527	New	+$495K	0.01%	634
2024 Q3	–	Sell	-2,880	Closed	-$226K	–	901
2024 Q2	$226K	Sell	2,880 -1,284	-31%	-$102K	0.01%	754
2024 Q1	$346K	Sell	4,164 -3,124	-43%	-$250K	0.01%	629
2023 Q4	$607K	Buy	7,288 +188	+3%	+$13.9K	0.02%	445
2023 Q3	$514K	Sell	7,100 -550	-7%	-$42.5K	0.02%	425
2023 Q2	$591K	Buy	7,650 +512	+7%	+$38.1K	0.03%	404
2023 Q1	$544K	Sell	7,138 -1,424	-17%	-$113K	0.02%	434
2022 Q4	$635K	Buy	8,562 +186	+2%	+$13.9K	0.03%	365
2022 Q3	$562K	Buy	8,376 +5,401	+182%	+$406K	0.03%	335
2022 Q2	$215K	Buy	+2,975	New	+$232K	0.01%	516
2021 Q4	–	Sell	-12,673	Closed	-$1.04M	–	610
2021 Q3	$1.04M	Buy	12,673 +231	+2%	+$19K	0.07%	185
2021 Q2	$1.07M	Buy	12,442 +1,941	+18%	+$165K	0.07%	190
2021 Q1	$861K	Buy	10,501 +663	+7%	+$51.1K	0.06%	204
2020 Q4	$651K	Sell	9,838 -212	-2%	-$12.6K	0.06%	196
2020 Q3	$503K	Buy	10,050 +725	+8%	+$37.2K	0.06%	197
2020 Q2	$458K	Buy	9,325 +7,554	+427%	+$346K	0.06%	187
2020 Q1	$72K	Buy	1,771 +82	+5%	+$4.64K	0.01%	437
2019 Q4	$111K	Buy	+1,689	New	+$107K	0.01%	380