Asset Planning Corporation Spdr S&P 600 Small Cap Value E Transaction History

Asset Planning Corporation

  • $152 Million
  • Q3 2024

A detailed history of Asset Planning Corporation transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Asset Planning Corporation holds 14,396 shares of SLYV stock, worth $1.26 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
14,396
Previous 14,344 0.36%
Holding current value
$1.26 Million
Previous $1.12 Million 11.22%
% of portfolio
0.82%
Previous 0.84%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$77.23 - $87.97 $4,015 - $4,574
52 Added 0.36%
14,396 $1.25 Million
Q2 2024

Jul 31, 2024
BUY
$76.01 - $82.53 $1,444 - $1,568
19 Added 0.13%
14,344 $1.12 Million
Q1 2024

Apr 29, 2024
SELL
$77.43 - $82.98 $16,957 - $18,172
-219 Reduced 1.51%
14,325 $1.19 Million
Q4 2023

Jan 18, 2024
SELL
$66.67 - $84.55 $8,067 - $10,230
-121 Reduced 0.83%
14,544 $1.21 Million
Q3 2023

Oct 16, 2023
BUY
$71.19 - $81.84 $4,057 - $4,664
57 Added 0.39%
14,665 $1.06 Million
Q2 2023

Jul 12, 2023
SELL
$71.23 - $78.02 $130,920 - $143,400
-1,838 Reduced 11.18%
14,608 $1.13 Million
Q1 2023

Apr 14, 2023
BUY
$72.3 - $86.64 $107,004 - $128,227
1,480 Added 9.89%
16,446 $1.25 Million
Q4 2022

Jan 27, 2023
BUY
$68.86 - $79.8 $3,718 - $4,309
54 Added 0.36%
14,966 $0
Q3 2022

Oct 31, 2022
SELL
$67.14 - $82.32 $77,613 - $95,161
-1,156 Reduced 7.19%
14,912 $1 Million
Q2 2022

Jul 27, 2022
BUY
$70.38 - $84.1 $12,386 - $14,801
176 Added 1.11%
16,068 $1.16 Million
Q1 2022

May 13, 2022
BUY
$78.85 - $87.08 $15,218 - $16,806
193 Added 1.23%
15,892 $1.32 Million
Q4 2021

Feb 08, 2022
SELL
$80.48 - $90.28 $48,529 - $54,438
-603 Reduced 3.7%
15,699 $1.33 Million
Q3 2021

Nov 16, 2021
SELL
$78.25 - $86.49 $626 - $691
-8 Reduced 0.05%
16,302 $1.34 Million
Q2 2021

Aug 16, 2021
SELL
$80.72 - $89.85 $45,606 - $50,765
-565 Reduced 3.35%
16,310 $1.4 Million
Q1 2021

May 17, 2021
BUY
$65.44 - $87.88 $4,188 - $5,624
64 Added 0.38%
16,875 $1.38 Million
Q4 2020

Feb 16, 2021
BUY
$50.84 - $66.37 $854,671 - $1.12 Million
16,811 New
16,811 $1.11 Million

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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