Windward Private Wealth Management’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 | $204K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $663K | Buy |
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