Financial Advocates Investment Management Spdr S&P 600 Small Cap Value E Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Financial Advocates Investment Management holds 10,900 shares of SLYV stock, worth $851,399. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,900

Previous 10,537 3.45%

Holding current value

$851,399

Previous $914,000 4.05%

% of portfolio

0.06%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$84.34 - $95.14 $30,615 - $34,535	363 Added 3.45%	10,900 $951,000
Q3 2024 Oct 25, 2024	BUY	$77.23 - $87.97 $53,520 - $60,963	693 Added 7.04%	10,537 $914,000
Q2 2024 Jul 26, 2024	SELL	$76.01 - $82.53 $160,305 - $174,055	-2,109 Reduced 17.64%	9,844 $770,000
Q1 2024 May 01, 2024	BUY	$77.43 - $82.98 $31,436 - $33,689	406 Added 3.52%	11,953 $991,000
Q4 2023 Feb 08, 2024	SELL	$66.67 - $84.55 $2.05 Million - $2.6 Million	-30,779 Reduced 72.72%	11,547 $961,000
Q3 2023 Oct 27, 2023	SELL	$71.19 - $81.84 $24,204 - $27,825	-340 Reduced 0.8%	42,326 $3.06 Million
Q2 2023 Aug 07, 2023	SELL	$71.23 - $78.02 $793,787 - $869,454	-11,144 Reduced 20.71%	42,666 $3.29 Million
Q1 2023 May 11, 2023	BUY	$72.3 - $86.64 $89,941 - $107,780	1,244 Added 2.37%	53,810 $4.1 Million
Q4 2022 Feb 14, 2023	BUY	$68.86 - $79.8 $2.44 Million - $2.83 Million	35,467 Added 207.42%	52,566 $3.9 Million
Q3 2022 Nov 14, 2022	BUY	$67.14 - $82.32 $165,768 - $203,248	2,469 Added 16.88%	17,099 $1.15 Million
Q2 2022 Aug 12, 2022	BUY	$70.38 - $84.1 $189,322 - $226,228	2,690 Added 22.53%	14,630 $1.06 Million
Q1 2022 May 11, 2022	BUY	$78.85 - $87.08 $92,017 - $101,622	1,167 Added 10.83%	11,940 $995,000
Q4 2021 Feb 14, 2022	BUY	$80.48 - $90.28 $71,707 - $80,439	891 Added 9.02%	10,773 $913,000
Q3 2021 Nov 04, 2021	BUY	$78.25 - $86.49 $122,539 - $135,443	1,566 Added 18.83%	9,882 $810,000
Q2 2021 Aug 03, 2021	SELL	$80.72 - $89.85 $75,634 - $84,189	-937 Reduced 10.13%	8,316 $713,000
Q1 2021 May 10, 2021	BUY	$65.44 - $87.88 $19,959 - $26,803	305 Added 3.41%	9,253 $759,000
Q4 2020 Feb 12, 2021	SELL	$50.84 - $66.37 $14,743 - $19,247	-290 Reduced 3.14%	8,948 $592,000
Q3 2020 Nov 04, 2020	BUY	$46.51 - $54.78 $16,836 - $19,830	362 Added 4.08%	9,238 $463,000
Q2 2020 Aug 14, 2020	BUY	$37.01 - $56.66 $328,500 - $502,914	8,876 New	8,876 $436,000

Others Institutions Holding SLYV

# of Institutions

634

Shares Held

31.7M

Call Options Held

6.4K

Put Options Held

600

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About SPDR S&P 600 SMALL CAP VALUE E

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Financial Advocates Investment Management Spdr S&P 600 Small Cap Value E Transaction History