Wellspring Financial Advisors’s 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
Q2 | $224K | Buy |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.8M | Sell |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $3.54M | Sell |
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|
2020
Q3 | $3.04M | Sell |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $429K | Buy |
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