Erts Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History

Erts Wealth Advisors, LLC

$290 Million
Q2 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 120,797 shares of SLYG stock, worth $11.3 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

120,797

Previous 229,505 47.37%

Holding current value

$11.3 Million

Previous $19 Million 43.72%

% of portfolio

3.7%

Previous 3.7%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$72.61 - $88.75 $7.89 Million - $9.65 Million	-108,708 Reduced 47.37%	120,797 $10.7 Million
Q1 2025 Apr 22, 2025	BUY	$80.73 - $94.96 $79,761 - $93,820	988 Added 0.43%	229,505 $19 Million
Q4 2024 Jan 17, 2025	BUY	$89.9 - $100.66 $161,010 - $180,282	1,791 Added 0.79%	228,517 $20.6 Million
Q3 2024 Oct 17, 2024	BUY	$85.03 - $94.56 $281,874 - $313,466	3,315 Added 1.48%	226,726 $21.1 Million
Q2 2024 Jul 18, 2024	BUY	$81.25 - $88.21 $373,587 - $405,589	4,598 Added 2.1%	223,411 $19.2 Million
Q1 2024 Apr 23, 2024	BUY	$80.09 - $87.23 $100,272 - $109,211	1,252 Added 0.58%	218,813 $19.1 Million
Q4 2023 Jan 23, 2024	BUY	$68.97 - $85.01 $595,142 - $733,551	8,629 Added 4.13%	217,561 $18.2 Million
Q3 2023 Oct 16, 2023	BUY	$72.54 - $80.81 $60,063 - $66,910	828 Added 0.4%	208,932 $15.3 Million
Q2 2023 Jul 17, 2023	BUY	$69.81 - $77.05 $717,646 - $792,074	10,280 Added 5.2%	208,104 $16 Million
Q1 2023 Apr 18, 2023	BUY	$70.74 - $80.39 $180,528 - $205,155	2,552 Added 1.31%	197,824 $14.6 Million
Q4 2022 Jan 27, 2023	BUY	$68.91 - $78.35 $352,612 - $400,916	5,117 Added 2.69%	195,272 $14.1 Million
Q3 2022 Nov 08, 2022	BUY	$67.45 - $82.5 $219,414 - $268,372	3,253 Added 1.74%	190,155 $13 Million
Q2 2022 Aug 08, 2022	BUY	$67.79 - $84.74 $297,191 - $371,500	4,384 Added 2.4%	186,902 $0
Q1 2022 May 11, 2022	BUY	$79.77 - $93.68 $1.01 Million - $1.18 Million	12,644 Added 7.44%	182,518 $15.3 Million
Q4 2021 Feb 15, 2022	SELL	$87.48 - $96.13 $22.5 Million - $24.7 Million	-257,157 Reduced 60.22%	169,874 $15.8 Million
Q3 2021 Oct 13, 2021	BUY	$83.59 - $91.68 $22.4 Million - $24.6 Million	268,460 Added 169.3%	427,031 $15.6 Million
Q2 2021 Aug 11, 2021	SELL	$82.26 - $89.48 $4.14 Million - $4.5 Million	-50,273 Reduced 24.07%	158,571 $14.1 Million
Q1 2021 May 07, 2021	SELL	$75.75 - $89.99 $923,013 - $1.1 Million	-12,185 Reduced 5.51%	208,844 $17.9 Million
Q4 2020 Feb 12, 2021	BUY	$59.86 - $77.16 $3.73 Million - $4.81 Million	62,325 Added 39.27%	221,029 $16.9 Million
Q3 2020 Nov 13, 2020	BUY	$55.29 - $63.27 $119,039 - $136,220	2,153 Added 1.38%	158,704 $9.37 Million
Q2 2020 Aug 14, 2020	BUY	$42.16 - $60.6 $1.05 Million - $1.52 Million	25,007 Added 19.01%	156,551 $8.89 Million
Q1 2020 May 15, 2020	BUY	$39.85 - $66.69 $5.24 Million - $8.77 Million	131,544 New	131,544 $6.08 Million

Others Institutions Holding SLYG

# of Institutions

546

Shares Held

26.5M

Call Options Held

16.6K

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

More about SLYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.

Account

Erts Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History