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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 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 50,840 shares of SLYV stock, worth $3.93 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

50,840

Previous 156,476 67.51%

Holding current value

$3.93 Million

Previous $11.6 Billion 63.68%

% of portfolio

0.55%

Previous 1.8%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$72.68 - $79.8 $9,593 - $10,533	-132 Reduced 0.08%	156,476 $11.6 Billion
Q3 2022 Apr 04, 2024	BUY	N/A	3,654 Added 2.39%	156,608 $10.5 Billion
Q2 2022 Apr 04, 2024	BUY	N/A	152,954 New	152,954 $11.1 Billion
Q1 2022 Apr 05, 2024	SELL	N/A	-7,137 Reduced 4.69%	144,981 $12.1 Billion
Q4 2021 Apr 05, 2024	SELL	N/A	-3,129 Reduced 2.02%	152,118 $12.9 Billion
Q3 2021 Apr 05, 2024	SELL	N/A	-230 Reduced 0.15%	155,247 $12.7 Billion
Q2 2021 Apr 05, 2024	BUY	N/A	4,606 Added 3.05%	155,477 $13.3 Billion
Q1 2021 Apr 05, 2024	BUY	N/A	2,093 Added 1.41%	150,871 $12.4 Billion
Q4 2020 Apr 05, 2024	BUY	N/A	88,303 Added 146.02%	148,778 $9.85 Billion
Q3 2020 Apr 05, 2024	SELL	N/A	-96,001 Reduced 61.35%	60,475 $3.03 Billion

Others Institutions Holding SLYV

# of Institutions

561

Shares Held

31.2M

Call Options Held

5.5K

Put Options Held

100

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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