Highland Financial Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Highland Financial Advisors, LLC

  • $277 Million
  • Q1 2025

A detailed history of Highland Financial Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,002 shares of SLYV stock, worth $859,366. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,002
Previous 6,944 58.44%
Holding current value
$859,366
Previous $606,000 41.75%
% of portfolio
0.31%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$77.33 - $90.16 $313,805 - $365,869
4,058 Added 58.44%
11,002 $859,000
Q4 2024

Jan 30, 2025
SELL
$84.34 - $95.14 $11,638 - $13,129
-138 Reduced 1.95%
6,944 $606,000
Q3 2024

Oct 30, 2024
SELL
$77.23 - $87.97 $308 - $351
-4 Reduced 0.06%
7,082 $615,000
Q2 2024

Jul 17, 2024
BUY
$76.01 - $82.53 $175,659 - $190,726
2,311 Added 48.4%
7,086 $555,000
Q1 2024

May 06, 2024
BUY
$77.43 - $82.98 $13,782 - $14,770
178 Added 3.87%
4,775 $396,000
Q4 2023

Jan 18, 2024
SELL
$66.67 - $84.55 $11,467 - $14,542
-172 Reduced 3.61%
4,597 $383,000
Q3 2023

Oct 25, 2023
SELL
$71.19 - $81.84 $22,638 - $26,025
-318 Reduced 6.25%
4,769 $345,000
Q2 2023

Jul 13, 2023
SELL
$71.23 - $78.02 $25,072 - $27,463
-352 Reduced 6.47%
5,087 $393,000
Q1 2023

Apr 17, 2023
SELL
$72.3 - $86.64 $21,545 - $25,818
-298 Reduced 5.19%
5,439 $414,000
Q4 2022

Feb 08, 2023
SELL
$68.86 - $79.8 $18,247 - $21,147
-265 Reduced 4.42%
5,737 $426,000
Q3 2022

Nov 15, 2022
SELL
$67.14 - $82.32 $32,697 - $40,089
-487 Reduced 7.51%
6,002 $403,000
Q2 2022

Aug 04, 2022
BUY
$70.38 - $84.1 $456,695 - $545,724
6,489 New
6,489 $470,000

Others Institutions Holding SLYV

# of Institutions
633
Shares Held
31.8M
Call Options Held
6.4K
Put Options Held
600
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
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