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

Balanced Wealth Group LLC

$230 Billion
Q2 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 113,208 shares of SLYG stock, worth $10.6 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

113,208

Previous 100,208 12.97%

Holding current value

$10.6 Million

Previous $8.32 Billion 21.4%

% of portfolio

4.38%

Previous 4.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

548

Shares Held

26.8M

Call Options Held

16.6K

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

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