Capasso Planning Partners LLC Spdr S&P 600 Small Cap Value E Transaction History

Capasso Planning Partners LLC

  • $170 Million
  • Q2 2025

A detailed history of Capasso Planning Partners LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Capasso Planning Partners LLC holds 77,347 shares of SLYV stock, worth $6.8 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
77,347
Previous 136,990 43.54%
Holding current value
$6.8 Million
Previous $10.7 Million 42.56%
% of portfolio
3.63%
Previous 4.75%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$67.03 - $80.35 $4 Million - $4.79 Million
-59,643 Reduced 43.54%
77,347 $6.17 Million
Q1 2025

Apr 23, 2025
BUY
$77.33 - $90.16 $60,394 - $70,414
781 Added 0.57%
136,990 $10.7 Million
Q4 2024

Feb 07, 2025
SELL
$84.34 - $95.14 $1.09 Million - $1.22 Million
-12,866 Reduced 8.63%
136,209 $11.9 Million
Q3 2024

Dec 02, 2024
BUY
$77.23 - $87.97 $270,150 - $307,719
3,498 Added 2.4%
149,075 $12.9 Million
Q2 2024

Dec 02, 2024
SELL
$76.01 - $82.53 $273,712 - $297,190
-3,601 Reduced 2.41%
145,577 $11.4 Million
Q1 2024

Apr 23, 2024
BUY
$77.43 - $82.98 $565,084 - $605,588
7,298 Added 5.14%
149,178 $12.4 Million
Q4 2023

Jan 26, 2024
BUY
$66.67 - $84.55 $505,691 - $641,311
7,585 Added 5.65%
141,880 $11.8 Million
Q3 2023

Oct 25, 2023
BUY
$71.19 - $81.84 $458,250 - $526,804
6,437 Added 5.03%
134,295 $9.72 Million
Q2 2023

Aug 10, 2023
BUY
$71.23 - $78.02 $563,429 - $617,138
7,910 Added 6.59%
127,858 $9.87 Million
Q1 2023

May 01, 2023
BUY
$72.3 - $86.64 $331,495 - $397,244
4,585 Added 3.97%
119,948 $9.14 Million
Q4 2022

Jan 20, 2023
BUY
$68.86 - $79.8 $423,006 - $490,211
6,143 Added 5.62%
115,363 $0
Q3 2022

Nov 09, 2022
SELL
$67.14 - $82.32 $119,643 - $146,694
-1,782 Reduced 1.61%
109,220 $7.33 Million
Q2 2022

Aug 11, 2022
BUY
$70.38 - $84.1 $213,603 - $255,243
3,035 Added 2.81%
111,002 $8.04 Million
Q1 2022

May 09, 2022
BUY
$78.85 - $87.08 $231,503 - $255,666
2,936 Added 2.8%
107,967 $9 Million
Q4 2021

Feb 17, 2022
BUY
$80.48 - $90.28 $8.45 Million - $9.48 Million
105,031 New
105,031 $8.9 Million

Others Institutions Holding SLYV

# of Institutions
623
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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