A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 11,712 shares of SLYV stock, worth $1.03 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
11,712
Previous 11,396 2.77%
Holding current value
$1.03 Million
Previous $892,000 13.9%
% of portfolio
1.06%
Previous 0.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$77.23 - $87.97 $24,404 - $27,798
316 Added 2.77%
11,712 $1.02 Million
Q2 2024

Aug 06, 2024

BUY
$76.01 - $82.53 $39,069 - $42,420
514 Added 4.72%
11,396 $892,000
Q1 2024

Apr 22, 2024

SELL
$77.43 - $82.98 $35,075 - $37,589
-453 Reduced 4.0%
10,882 $902,000
Q4 2023

Apr 22, 2024

BUY
$66.67 - $84.55 $30,201 - $38,301
453 Added 4.16%
11,335 $944 Million
Q4 2023

Jan 16, 2024

BUY
$66.67 - $84.55 $755,704 - $958,374
11,335 New
11,335 $944,000

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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