A detailed history of Dean, Jacobson Financial Services, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 286,577 shares of SLYV stock, worth $26.7 Million. This represents 18.7% of its overall portfolio holdings.

Number of Shares
286,577
Previous 288,653 0.72%
Holding current value
$26.7 Million
Previous $22.6 Million 10.07%
% of portfolio
18.7%
Previous 18.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$77.23 - $87.97 $160,329 - $182,625
-2,076 Reduced 0.72%
286,577 $24.9 Million
Q2 2024

Aug 09, 2024

BUY
$76.01 - $82.53 $271,127 - $294,384
3,567 Added 1.25%
288,653 $22.6 Million
Q1 2024

Apr 19, 2024

BUY
$77.43 - $82.98 $63,802 - $68,375
824 Added 0.29%
285,086 $23.7 Million
Q4 2023

Feb 07, 2024

BUY
$66.67 - $84.55 $266,013 - $337,354
3,990 Added 1.42%
284,262 $23.7 Million
Q3 2023

Oct 13, 2023

BUY
$71.19 - $81.84 $20 Million - $22.9 Million
280,272 New
280,272 $20.3 Million
Q1 2022

May 02, 2022

SELL
$78.85 - $87.08 $23.6 Million - $26 Million
-299,150 Closed
0 $0
Q4 2021

Feb 16, 2022

SELL
$80.48 - $90.28 $52,553 - $58,952
-653 Reduced 0.22%
299,150 $25.3 Million
Q4 2021

Feb 15, 2022

BUY
$80.48 - $90.28 $24.1 Million - $27.1 Million
299,803 New
299,803 $25.4 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 Dean, Jacobson Financial Services, LLC Portfolio

Follow Dean, Jacobson Financial Services, 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 Dean, Jacobson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dean, Jacobson Financial Services, LLC with notifications on news.