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

Connecticut Wealth Management, LLC

  • $1.9 Billion
  • Q1 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 14,963 shares of SLYV stock, worth $1.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,963
Holding current value
$1.22 Million
% of portfolio
0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$77.33 - $90.16 $1.16 Million - $1.35 Million
14,963 New
14,963 $1.17 Million
Q1 2024

May 01, 2024
SELL
$77.43 - $82.98 $383,743 - $411,248
-4,956 Reduced 22.52%
17,048 $1.41 Million
Q4 2023

Feb 06, 2024
SELL
$66.67 - $84.55 $33,001 - $41,852
-495 Reduced 2.2%
22,004 $1.83 Million
Q2 2023

Jul 25, 2023
SELL
$71.23 - $78.02 $110,050 - $120,540
-1,545 Reduced 6.43%
22,499 $1.74 Million
Q3 2022

Nov 02, 2022
SELL
$67.14 - $82.32 $9,399 - $11,524
-140 Reduced 0.58%
24,044 $1.61 Million
Q1 2022

Apr 18, 2022
SELL
$78.85 - $87.08 $172,918 - $190,966
-2,193 Reduced 8.31%
24,184 $2.02 Million
Q4 2021

Jan 24, 2022
SELL
$80.48 - $90.28 $24,948 - $27,986
-310 Reduced 1.16%
26,377 $2.24 Million
Q2 2021

Jul 29, 2021
BUY
$80.72 - $89.85 $2.15 Million - $2.4 Million
26,687 New
26,687 $2.29 Million
Q1 2021

Apr 29, 2021
SELL
$65.44 - $87.88 $7.83 Million - $10.5 Million
-119,643 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$50.84 - $66.37 $4.36 Million - $5.69 Million
85,721 Added 252.7%
119,643 $8.87 Million
Q3 2020

Oct 13, 2020
SELL
$46.51 - $54.78 $4.64 Million - $5.47 Million
-99,820 Reduced 74.64%
33,922 $1.7 Million
Q2 2020

Jul 14, 2020
BUY
$37.01 - $56.66 $3.58 Million - $5.48 Million
96,803 Added 262.06%
133,742 $7.32 Million
Q1 2020

Apr 20, 2020
SELL
$35.74 - $66.24 $441,389 - $818,063
-12,350 Reduced 25.06%
36,939 $1.51 Million
Q4 2019

Jan 29, 2020
BUY
$58.81 - $66.14 $9,703 - $10,913
165 Added 0.34%
49,289 $3.24 Million
Q3 2019

Oct 24, 2019
SELL
$60.53 - $63.24 $21,246 - $22,197
-351 Reduced 0.71%
49,124 $3.01 Million
Q2 2019

Jul 29, 2019
BUY
N/A
49,475 New
49,475 $3 Million

Others Institutions Holding SLYV

# of Institutions
611
Shares Held
44.7M
Call Options Held
2.8K
Put Options Held
900
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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