A detailed history of Cornerstone Planning Group LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 63 shares of SLYV stock, worth $5,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 86 26.74%
Holding current value
$5,206
Previous $6.86 Million 26.8%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$76.01 - $82.53 $1,748 - $1,898
-23 Reduced 26.74%
63 $5.02 Million
Q1 2024

May 07, 2024

SELL
$77.43 - $82.98 $12,621 - $13,525
-163 Reduced 65.46%
86 $6.86 Million
Q4 2023

Feb 12, 2024

SELL
$66.67 - $84.55 $9,467 - $12,006
-142 Reduced 36.32%
249 $20.7 Million
Q3 2023

Nov 08, 2023

SELL
$71.19 - $81.84 $21,641 - $24,879
-304 Reduced 43.74%
391 $28.3 Million
Q2 2023

Aug 15, 2023

SELL
$71.23 - $78.02 $63,323 - $69,359
-889 Reduced 56.12%
695 $53.6 Million
Q4 2022

Feb 14, 2023

BUY
$68.86 - $79.8 $109,074 - $126,403
1,584 New
1,584 $124 Million

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.