Balanced Wealth Group LLC Spdr S&P 600 Small Cap Value E Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 110,931 shares of SLYV stock, worth $8.77 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares
110,931
Previous 108,459 2.28%
Holding current value
$8.77 Million
Previous $9.29 Billion 4.69%
% of portfolio
4.37%
Previous 4.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$84.34 - $95.14 $208,488 - $235,186
2,472 Added 2.28%
110,931 $9.73 Billion
Q3 2024

Oct 28, 2024
SELL
$77.23 - $87.97 $15.8 Million - $17.9 Million
-203,937 Reduced 65.28%
108,459 $9.29 Billion
Q2 2024

Aug 13, 2024
BUY
$76.01 - $82.53 $895,929 - $972,781
11,787 Added 3.92%
312,396 $7.94 Billion
Q1 2024

May 13, 2024
BUY
$77.43 - $82.98 $21 Million - $22.5 Million
271,557 Added 934.73%
300,609 $7.38 Billion
Q4 2023

Feb 06, 2024
BUY
$66.67 - $84.55 $1.94 Million - $2.46 Million
29,052 New
29,052 $2.42 Billion

Others Institutions Holding SLYV

# of Institutions
631
Shares Held
31.6M
Call Options Held
6.4K
Put Options Held
600
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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