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

Balanced Wealth Group LLC

  • $228 Billion
  • Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Balanced Wealth Group LLC holds 111,227 shares of SLYG stock, worth $10.2 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
111,227
Previous 113,208 1.75%
Holding current value
$10.2 Million
Previous $10.1 Billion 1.66%
% of portfolio
4.36%
Previous 4.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$87.69 - $96.0 $173,713 - $190,176
-1,981 Reduced 1.75%
111,227 $9.93 Billion
Q2 2025

Aug 13, 2025
BUY
$72.61 - $88.75 $943,930 - $1.15 Million
13,000 Added 12.97%
113,208 $10.1 Billion
Q1 2025

Apr 15, 2025
SELL
$80.73 - $94.96 $127,714 - $150,226
-1,582 Reduced 1.55%
100,208 $8.32 Billion
Q4 2024

Feb 10, 2025
BUY
$89.9 - $100.66 $603,498 - $675,730
6,713 Added 7.06%
101,790 $9.43 Billion
Q3 2024

Oct 28, 2024
SELL
$85.03 - $94.56 $17.5 Million - $19.5 Million
-206,078 Reduced 68.43%
95,077 $8.73 Billion
Q2 2024

Aug 13, 2024
BUY
$81.25 - $88.21 $767,406 - $833,143
9,445 Added 3.24%
301,155 $7.75 Billion
Q1 2024

May 13, 2024
BUY
$80.09 - $87.23 $21.2 Million - $23.1 Million
265,139 Added 997.85%
291,710 $7.1 Billion
Q4 2023

Feb 06, 2024
BUY
$68.97 - $85.01 $1.83 Million - $2.26 Million
26,571 New
26,571 $2.22 Billion

Others Institutions Holding SLYG

# of Institutions
556
Shares Held
28M
Call Options Held
14.1K
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email