Foundation Wealth Management, Llc\Pa Spdr S&P 600 Small Cap Value E Transaction History

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 28,249 shares of SLYV stock, worth $2.31 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
28,249
Previous 32,121 12.05%
Holding current value
$2.31 Million
Previous $2.52 Billion 10.53%
% of portfolio
0.97%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$67.03 - $80.35 $259,540 - $311,115
-3,872 Reduced 12.05%
28,249 $2.25 Billion
Q1 2025

Apr 22, 2025
SELL
$77.33 - $90.16 $23,817 - $27,769
-308 Reduced 0.95%
32,121 $2.52 Billion
Q4 2024

Feb 11, 2025
BUY
$84.34 - $95.14 $2.74 Million - $3.09 Million
32,429 New
32,429 $2.83 Billion

Others Institutions Holding SLYV

# of Institutions
611
Shares Held
44.7M
Call Options Held
2.8K
Put Options Held
900
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email