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

Forbes Financial Planning, Inc.

$140 Million
Q2 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 96,775 shares of SLYG stock, worth $9.16 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares

96,775

Previous 104,305 7.22%

Holding current value

$9.16 Million

Previous $8.66 Million 0.8%

% of portfolio

6.13%

Previous 6.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$72.61 - $88.75 $546,753 - $668,287	-7,530 Reduced 7.22%	96,775 $8.59 Million
Q1 2025 May 08, 2025	SELL	$80.73 - $94.96 $121,498 - $142,914	-1,505 Reduced 1.42%	104,305 $8.66 Million
Q4 2024 Feb 10, 2025	SELL	$89.9 - $100.66 $6,922 - $7,750	-77 Reduced 0.07%	105,810 $9.56 Million
Q3 2024 Oct 29, 2024	BUY	$85.03 - $94.56 $156,030 - $173,517	1,835 Added 1.76%	105,887 $9.86 Million
Q2 2024 Jul 25, 2024	BUY	$81.25 - $88.21 $225,225 - $244,518	2,772 Added 2.74%	104,052 $8.93 Million
Q1 2024 Apr 29, 2024	BUY	$80.09 - $87.23 $10,651 - $11,601	133 Added 0.13%	101,280 $8.83 Million
Q4 2023 Feb 13, 2024	BUY	$68.97 - $85.01 $211,875 - $261,150	3,072 Added 3.13%	101,147 $8.46 Million
Q3 2023 Nov 07, 2023	BUY	$72.54 - $80.81 $61,731 - $68,769	851 Added 0.88%	98,075 $7.19 Million
Q2 2023 Aug 08, 2023	SELL	$69.81 - $77.05 $11,239 - $12,405	-161 Reduced 0.17%	97,224 $7.48 Million
Q1 2023 May 04, 2023	BUY	$70.74 - $80.39 $1.73 Million - $1.97 Million	24,463 Added 33.55%	97,385 $7.18 Million
Q3 2022 Oct 21, 2022	BUY	$67.45 - $82.5 $405,509 - $495,990	6,012 Added 8.99%	72,922 $4.97 Million
Q2 2022 Aug 15, 2022	BUY	$67.79 - $84.74 $4.54 Million - $5.67 Million	66,910 New	66,910 $4.71 Million

Others Institutions Holding SLYG

# of Institutions

549

Shares Held

26.8M

Call Options Held

16.6K

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

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