Wrenne Financial Planning’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
181,275
-10,523
| -5% | -$839K | 6.76% | 4 |
|
|
2025
Q1 | $15M | Buy |
191,798
+15,042
| +9% | +$1.18M | 7.99% | 3 |
|
|
2024
Q4 | $15.4M | Buy |
176,756
+11,903
| +7% | +$1.04M | 8.77% | 3 |
|
|
2024
Q3 | $14.3M | Buy |
164,853
+14,264
| +9% | +$1.24M | 8.53% | 3 |
|
|
2024
Q2 | $11.8M | Buy |
150,589
+8,071
| +6% | +$632K | 8.13% | 3 |
|
|
2024
Q1 | $11.8M | Buy |
142,518
+11,211
| +9% | +$930K | 8.74% | 3 |
|
|
2023
Q4 | $10.9M | Buy |
+131,307
| New | +$10.9M | 9.31% | 3 |
|