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

Balanced Wealth Group LLC

$207 Billion
Q1 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 112,003 shares of SLYV stock, worth $9.15 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

112,003

Previous 110,931 0.97%

Holding current value

$9.15 Million

Previous $9.73 Billion 9.73%

% of portfolio

4.24%

Previous 4.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

614

Shares Held

34.6M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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