Financial Planning & Information Services, Inc. Spdr S&P 600 Small Cap Growth Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 238,458 shares of SLYG stock, worth $21.7 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares

238,458

Previous 228,802 4.22%

Holding current value

$21.7 Million

Previous $19.6 Million 13.02%

% of portfolio

3.06%

Previous 3.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$85.03 - $94.56 $821,049 - $913,071	9,656 Added 4.22%	238,458 $22.2 Million
Q2 2024 Aug 13, 2024	BUY	$81.25 - $88.21 $148,850 - $161,600	1,832 Added 0.81%	228,802 $19.6 Million
Q1 2024 May 14, 2024	BUY	$80.09 - $87.23 $1.44 Million - $1.56 Million	17,929 Added 8.58%	226,970 $19.8 Million
Q3 2023 Nov 14, 2023	SELL	$72.54 - $80.81 $3,336 - $3,717	-46 Reduced 0.02%	209,041 $15.3 Million
Q2 2023 Aug 11, 2023	SELL	$69.81 - $77.05 $306,465 - $338,249	-4,390 Reduced 2.06%	209,087 $16.1 Million
Q1 2023 May 02, 2023	SELL	$70.74 - $80.39 $100,733 - $114,475	-1,424 Reduced 0.66%	213,477 $15.7 Million
Q4 2022 Feb 13, 2023	BUY	$68.91 - $78.35 $1.11 Million - $1.26 Million	16,121 Added 8.11%	214,901 $15.5 Million
Q3 2022 Oct 25, 2022	BUY	$67.45 - $82.5 $1.12 Million - $1.37 Million	16,559 Added 9.09%	198,780 $13.5 Million
Q2 2022 Jul 19, 2022	BUY	$67.79 - $84.74 $2.57 Million - $3.21 Million	37,894 Added 26.26%	182,221 $12.8 Million
Q1 2022 Apr 19, 2022	BUY	$79.77 - $93.68 $8.99 Million - $10.6 Million	112,742 Added 356.95%	144,327 $12.1 Million
Q4 2021 Feb 02, 2022	BUY	$87.48 - $96.13 $1.59 Million - $1.75 Million	18,183 Added 135.67%	31,585 $2.93 Million
Q3 2021 Oct 13, 2021	BUY	$83.59 - $91.68 $458,407 - $502,773	5,484 Added 69.26%	13,402 $1.17 Million
Q2 2021 Jul 29, 2021	BUY	$82.26 - $89.48 $109,734 - $119,366	1,334 Added 20.26%	7,918 $703,000
Q1 2021 Apr 20, 2021	BUY	$75.75 - $89.99 $498,738 - $592,494	6,584 New	6,584 $565,000

Others Institutions Holding SLYG

# of Institutions

496

Shares Held

26.8M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

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Financial Planning & Information Services, Inc. Spdr S&P 600 Small Cap Growth Transaction History