Falcon Wealth Planning Spdr S&P 600 Small Cap Growth Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Falcon Wealth Planning holds 4,641 shares of SLYG stock, worth $440,709. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,641
Previous 4,609 0.69%
Holding current value
$440,709
Previous $395,000 9.37%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024
BUY
$85.03 - $94.56 $2,720 - $3,025
32 Added 0.69%
4,641 $432,000
Q2 2024

Jul 16, 2024
SELL
$81.25 - $88.21 $8,125 - $8,821
-100 Reduced 2.12%
4,609 $395,000
Q1 2024

Apr 15, 2024
BUY
$80.09 - $87.23 $4,805 - $5,233
60 Added 1.29%
4,709 $410,000
Q3 2023

Oct 05, 2023
SELL
$72.54 - $80.81 $9,937 - $11,070
-137 Reduced 2.86%
4,649 $340,000
Q3 2022

Nov 10, 2022
SELL
$67.45 - $82.5 $9,577 - $11,715
-142 Reduced 2.88%
4,786 $326,000
Q2 2022

Jul 20, 2022
SELL
$67.79 - $84.74 $17,964 - $22,456
-265 Reduced 5.1%
4,928 $347,000
Q1 2022

May 05, 2022
SELL
$79.77 - $93.68 $42,278 - $49,650
-530 Reduced 9.26%
5,193 $435,000
Q4 2021

Jan 24, 2022
SELL
$87.48 - $96.13 $87 - $96
-1 Reduced 0.02%
5,723 $531,000
Q3 2021

Oct 19, 2021
SELL
$83.59 - $91.68 $65,868 - $72,243
-788 Reduced 12.1%
5,724 $499,000
Q2 2021

Aug 10, 2021
SELL
$82.26 - $89.48 $54,209 - $58,967
-659 Reduced 9.19%
6,512 $578,000
Q1 2021

Apr 20, 2021
SELL
$75.75 - $89.99 $89,233 - $106,008
-1,178 Reduced 14.11%
7,171 $616,000
Q4 2020

Feb 01, 2021
BUY
$59.86 - $77.16 $499,771 - $644,208
8,349 New
8,349 $638,000

Others Institutions Holding SLYG

# of Institutions
496
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
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