Coastal Investment Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 260 shares of SLYV stock, worth $20,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares

260

Previous 320 18.75%

Holding current value

$20,685

Previous $27,000 18.52%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$84.34 - $95.14 $5,060 - $5,708	-60 Reduced 18.75%	260 $22,000
Q3 2024 Oct 29, 2024	SELL	$77.23 - $87.97 $98,468 - $112,161	-1,275 Reduced 79.94%	320 $27,000
Q2 2024 Jul 15, 2024	SELL	$76.01 - $82.53 $7,372 - $8,005	-97 Reduced 5.73%	1,595 $124,000
Q1 2024 Apr 19, 2024	BUY	$77.43 - $82.98 $131,011 - $140,402	1,692 New	1,692 $140,000
Q2 2023 Aug 09, 2023	SELL	$71.23 - $78.02 $49,718 - $54,457	-698 Reduced 23.92%	2,220 $171,000
Q1 2023 May 05, 2023	BUY	$72.3 - $86.64 $26,678 - $31,970	369 Added 14.48%	2,918 $222,000
Q4 2022 Feb 10, 2023	BUY	$68.86 - $79.8 $11,637 - $13,486	169 Added 7.1%	2,549 $189,000
Q3 2022 Oct 27, 2022	BUY	$67.14 - $82.32 $159,793 - $195,921	2,380 New	2,380 $160,000

Others Institutions Holding SLYV

# of Institutions

633

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

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 Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History