Bergan Kdv Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 180,920 shares of SLYV stock, worth $14.2 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
180,920
Previous 178,670 1.26%
Holding current value
$14.2 Million
Previous $13.6 Million 2.6%
% of portfolio
1.4%
Previous 1.4%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$71.23 - $78.02 $160,267 - $175,545
2,250 Added 1.26%
180,920 $14 Million
Q1 2023

Apr 27, 2023
SELL
$72.3 - $86.64 $120,234 - $144,082
-1,663 Reduced 0.92%
178,670 $13.6 Million
Q4 2022

Jan 31, 2023
BUY
$72.68 - $79.8 $792,938 - $870,618
10,910 Added 6.44%
180,333 $13.4 Million
Q3 2022

Oct 24, 2022
BUY
N/A
3,939 Added 2.38%
169,423 $11.4 Million
Q2 2022

Jul 13, 2022
BUY
N/A
7,136 Added 4.51%
165,484 $12 Million
Q1 2022

May 09, 2022
SELL
N/A
-2,328 Reduced 1.45%
158,348 $13.2 Million
Q4 2021

Jan 28, 2022
BUY
N/A
78 Added 0.05%
160,676 $13.6 Million
Q3 2021

Nov 12, 2021
BUY
N/A
4,267 Added 2.73%
160,598 $13.2 Million
Q2 2021

Aug 10, 2021
BUY
N/A
2,564 Added 1.67%
156,331 $13.4 Million
Q1 2021

May 11, 2021
SELL
N/A
-18,151 Reduced 10.56%
153,767 $12.6 Million
Q4 2020

Feb 04, 2021
BUY
N/A
798 Added 0.47%
171,918 $11.4 Million
Q3 2020

Nov 05, 2020
BUY
N/A
5,773 Added 3.49%
171,120 $8.57 Million
Q2 2020

Aug 13, 2020
BUY
N/A
25,130 Added 17.92%
165,347 $8.12 Million
Q1 2020

Apr 24, 2020
BUY
N/A
37,197 Added 36.11%
140,217 $5.73 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-1,387 Reduced 1.33%
103,020 $6.77 Million
Q3 2019

Nov 08, 2019
BUY
N/A
104,407 New
104,407 $6.4 Million

Others Institutions Holding SLYV

# of Institutions
561
Shares Held
31.2M
Call Options Held
5.5K
Put Options Held
100
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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