Financial Synergies Wealth Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 26,866 shares of SLYV stock, worth $2.37 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

26,866

Previous 30,392 11.6%

Holding current value

$2.37 Million

Previous $2.38 Billion 2.0%

% of portfolio

0.29%

Previous 0.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$77.23 - $87.97 $272,312 - $310,182	-3,526 Reduced 11.6%	26,866 $2.33 Billion
Q2 2024 Jul 23, 2024	SELL	$76.01 - $82.53 $1.55 Million - $1.69 Million	-20,448 Reduced 40.22%	30,392 $2.38 Billion
Q1 2024 Apr 12, 2024	SELL	$77.43 - $82.98 $8.18 Million - $8.77 Million	-105,636 Reduced 67.51%	50,840 $4.22 Billion
Q4 2023 Apr 04, 2024	SELL	$66.67 - $84.55 $564,094 - $715,377	-8,461 Reduced 5.13%	156,476 $11.6 Billion
Q3 2023 Apr 04, 2024	BUY	$71.19 - $81.84 $146,509 - $168,426	2,058 Added 1.26%	164,937 $11.9 Billion
Q2 2023 Apr 04, 2024	BUY	$71.23 - $78.02 $330,649 - $362,168	4,642 Added 2.93%	162,879 $12.6 Billion
Q1 2023 Apr 04, 2024	BUY	$72.3 - $86.64 $127,320 - $152,573	1,761 Added 1.13%	158,237 $12.1 Billion
Q4 2022 Apr 04, 2024	SELL	$68.86 - $79.8 $9,089 - $10,533	-132 Reduced 0.08%	156,476 $11.6 Billion
Q3 2022 Apr 04, 2024	BUY	$67.14 - $82.32 $245,329 - $300,797	3,654 Added 2.39%	156,608 $10.5 Billion
Q2 2022 Apr 04, 2024	BUY	$70.38 - $84.1 $10.8 Million - $12.9 Million	152,954 New	152,954 $11.1 Billion
Q1 2022 Apr 05, 2024	SELL	$78.85 - $87.08 $562,752 - $621,489	-7,137 Reduced 4.69%	144,981 $12.1 Billion
Q4 2021 Apr 05, 2024	SELL	$80.48 - $90.28 $251,821 - $282,486	-3,129 Reduced 2.02%	152,118 $12.9 Billion
Q3 2021 Apr 05, 2024	SELL	$78.25 - $86.49 $17,997 - $19,892	-230 Reduced 0.15%	155,247 $12.7 Billion
Q2 2021 Apr 05, 2024	BUY	$80.72 - $89.85 $371,796 - $413,849	4,606 Added 3.05%	155,477 $13.3 Billion
Q1 2021 Apr 05, 2024	BUY	$65.44 - $87.88 $136,965 - $183,932	2,093 Added 1.41%	150,871 $12.4 Billion
Q4 2020 Apr 05, 2024	BUY	$50.84 - $66.37 $4.49 Million - $5.86 Million	88,303 Added 146.02%	148,778 $9.85 Billion
Q3 2020 Apr 05, 2024	SELL	$46.51 - $54.78 $4.47 Million - $5.26 Million	-96,001 Reduced 61.35%	60,475 $3.03 Billion

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

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About SPDR S&P 600 SMALL CAP VALUE E

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Financial Synergies Wealth Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History