Forvis Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,937 shares of SLYV stock, worth $336,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,937

Previous 4,524 12.98%

Holding current value

$336,613

Previous $375,000 17.87%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$76.01 - $82.53 $44,617 - $48,445	-587 Reduced 12.98%	3,937 $308,000
Q1 2024 Apr 19, 2024	SELL	$77.43 - $82.98 $9,601 - $10,289	-124 Reduced 2.67%	4,524 $375,000
Q4 2023 Jan 11, 2024	BUY	$66.67 - $84.55 $4,466 - $5,664	67 Added 1.46%	4,648 $387,000
Q3 2023 Oct 25, 2023	SELL	$71.19 - $81.84 $36,449 - $41,902	-512 Reduced 10.05%	4,581 $331,000
Q2 2023 Aug 08, 2023	SELL	$71.23 - $78.02 $4,843 - $5,305	-68 Reduced 1.32%	5,093 $393,000
Q1 2023 Apr 26, 2023	SELL	$72.3 - $86.64 $1,156 - $1,386	-16 Reduced 0.31%	5,161 $393,000
Q4 2022 Feb 02, 2023	SELL	$68.86 - $79.8 $6,128 - $7,102	-89 Reduced 1.69%	5,177 $384,000
Q3 2022 Oct 13, 2022	SELL	$67.14 - $82.32 $27,997 - $34,327	-417 Reduced 7.34%	5,266 $354,000
Q2 2022 Jul 22, 2022	BUY	$70.38 - $84.1 $399,969 - $477,940	5,683 New	5,683 $412,000

Others Institutions Holding SLYV

# of Institutions

578

Shares Held

31.2M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Forvis Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History