Carson Allaria Wealth Management, Ltd. Spdr S&P 600 Small Cap Value E Transaction History

Carson Allaria Wealth Management, Ltd.

  • $185 Million
  • Q3 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 117,096 shares of SLYV stock, worth $10.3 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares
117,096
Previous 110,291 6.17%
Holding current value
$10.3 Million
Previous $8.8 Million 18.01%
% of portfolio
5.61%
Previous 4.9%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$79.39 - $90.39 $540,248 - $615,103
6,805 Added 6.17%
117,096 $10.4 Million
Q2 2025

Jul 24, 2025
BUY
$67.03 - $80.35 $205,648 - $246,513
3,068 Added 2.86%
110,291 $8.8 Million
Q1 2025

Apr 28, 2025
BUY
$77.33 - $90.16 $253,487 - $295,544
3,278 Added 3.15%
107,223 $8.41 Million
Q4 2024

Jan 27, 2025
BUY
$84.34 - $95.14 $254,369 - $286,942
3,016 Added 2.99%
103,945 $9.07 Million
Q3 2024

Oct 21, 2024
BUY
$77.23 - $87.97 $770,600 - $877,764
9,978 Added 10.97%
100,929 $8.76 Million
Q2 2024

Jul 22, 2024
BUY
$76.01 - $82.53 $382,330 - $415,125
5,030 Added 5.85%
90,951 $7.12 Million
Q1 2024

May 07, 2024
BUY
$77.43 - $82.98 $697,024 - $746,985
9,002 Added 11.7%
85,921 $7.13 Million
Q4 2023

Feb 08, 2024
BUY
$66.67 - $84.55 $239,411 - $303,619
3,591 Added 4.9%
76,919 $6.41 Million
Q3 2023

Nov 09, 2023
BUY
$71.19 - $81.84 $163,025 - $187,413
2,290 Added 3.22%
73,328 $5.31 Million
Q2 2023

Aug 01, 2023
BUY
$71.23 - $78.02 $108,696 - $119,058
1,526 Added 2.2%
71,038 $5.48 Million
Q1 2023

Apr 26, 2023
BUY
$72.3 - $86.64 $54,369 - $65,153
752 Added 1.09%
69,512 $5.3 Million
Q4 2022

Feb 06, 2023
SELL
$68.86 - $79.8 $163,129 - $189,046
-2,369 Reduced 3.33%
68,760 $5.1 Million
Q3 2022

Nov 09, 2022
BUY
$67.14 - $82.32 $210,215 - $257,743
3,131 Added 4.6%
71,129 $4.78 Million
Q2 2022

Aug 02, 2022
BUY
$70.38 - $84.1 $152,161 - $181,824
2,162 Added 3.28%
67,998 $4.92 Million
Q1 2022

May 05, 2022
BUY
$78.85 - $87.08 $231,503 - $255,666
2,936 Added 4.67%
65,836 $5.49 Million
Q4 2021

Feb 10, 2022
BUY
$80.48 - $90.28 $5.06 Million - $5.68 Million
62,900 New
62,900 $5.33 Million

Others Institutions Holding SLYV

# of Institutions
634
Shares Held
33.5M
Call Options Held
0
Put Options Held
0
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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