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

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 17,547 shares of SLYV stock, worth $1.29 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

17,547

Previous 14,766 18.83%

Holding current value

$1.29 Million

Previous $1.29 Billion 6.78%

% of portfolio

0.37%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$77.33 - $90.16 $215,054 - $250,734	2,781 Added 18.83%	17,547 $1.38 Billion
Q4 2024 Feb 11, 2025	SELL	$84.34 - $95.14 $25,048 - $28,256	-297 Reduced 1.97%	14,766 $1.29 Billion
Q3 2024 Oct 22, 2024	BUY	$77.23 - $87.97 $286,214 - $326,016	3,706 Added 32.63%	15,063 $1.31 Billion
Q2 2024 Jul 30, 2024	SELL	$76.01 - $82.53 $51,078 - $55,460	-672 Reduced 5.59%	11,357 $889 Million
Q4 2023 Jan 17, 2024	BUY	$66.67 - $84.55 $801,973 - $1.02 Million	12,029 New	12,029 $1 Billion
Q4 2022 Feb 14, 2023	BUY	$68.86 - $79.8 $18,454 - $21,386	268 New	268 $19.9 Million

Others Institutions Holding SLYV

# of Institutions

636

Shares Held

31.3M

Call Options Held

6.4K

Put Options Held

600

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About SPDR S&P 600 SMALL CAP VALUE E

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