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

Balanced Wealth Group LLC

$273 Billion
Q4 2025

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 130,283 shares of SLYV stock, worth $11.5 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

130,283

Previous 126,589 2.92%

Holding current value

$11.5 Million

Previous $10.4 Billion 12.25%

% of portfolio

4.25%

Previous 4.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$84.91 - $90.88 $313,657 - $335,710	3,694 Added 2.92%	130,283 $11.6 Billion
Q3 2025 Oct 27, 2025	SELL	$79.39 - $90.39 $39,695 - $45,195	-500 Reduced 0.39%	126,589 $10.4 Billion
Q2 2025 Aug 13, 2025	BUY	$67.03 - $80.35 $1.01 Million - $1.21 Million	15,086 Added 13.47%	127,089 $10.3 Billion
Q1 2025 Apr 15, 2025	BUY	$77.33 - $90.16 $82,897 - $96,651	1,072 Added 0.97%	112,003 $8.78 Billion
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

638

Shares Held

33.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

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.

Account

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