Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,115 shares of SLYV stock, worth $417,946. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,115

Previous 5,313 3.73%

Holding current value

$417,946

Previous $416,000 2.16%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$67.03 - $80.35 $13,271 - $15,909	-198 Reduced 3.73%	5,115 $407,000
Q1 2025 May 14, 2025	BUY	$77.33 - $90.16 $61,322 - $71,496	793 Added 17.54%	5,313 $416,000
Q4 2024 Feb 11, 2025	BUY	$84.34 - $95.14 $927 - $1,046	11 Added 0.24%	4,520 $394,000
Q3 2024 Nov 12, 2024	SELL	$77.23 - $87.97 $1.48 Million - $1.69 Million	-19,189 Reduced 80.97%	4,509 $391,000
Q2 2024 Aug 13, 2024	SELL	$76.01 - $82.53 $1.51 Million - $1.64 Million	-19,871 Reduced 45.61%	23,698 $1.86 Million
Q1 2024 Apr 18, 2024	SELL	$77.43 - $82.98 $180,257 - $193,177	-2,328 Reduced 5.07%	43,569 $3.61 Million
Q4 2023 Feb 09, 2024	SELL	$66.67 - $84.55 $9,867 - $12,513	-148 Reduced 0.32%	45,897 $3.82 Million
Q3 2023 Oct 30, 2023	BUY	$71.19 - $81.84 $3.28 Million - $3.77 Million	46,045 New	46,045 $3.33 Million

Others Institutions Holding SLYV

# of Institutions

611

Shares Held

44.7M

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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Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History