A detailed history of Ledge Wealth Management, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 84,165 shares of SLYV stock, worth $7.2 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
84,165
Previous 84,402 0.28%
Holding current value
$7.2 Million
Previous $6.11 Million 14.78%
% of portfolio
2.73%
Previous 2.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$66.67 - $84.55 $15,800 - $20,038
-237 Reduced 0.28%
84,165 $7.01 Million
Q3 2023

Oct 23, 2023

BUY
$71.19 - $81.84 $21,214 - $24,388
298 Added 0.35%
84,402 $6.11 Million
Q2 2023

Jul 11, 2023

SELL
$71.23 - $78.02 $110,833 - $121,399
-1,556 Reduced 1.82%
84,104 $6.49 Million
Q1 2023

Apr 14, 2023

SELL
$72.3 - $86.64 $29,570 - $35,435
-409 Reduced 0.48%
85,660 $6.53 Million
Q4 2022

Feb 02, 2023

BUY
$68.86 - $79.8 $434,093 - $503,059
6,304 Added 7.9%
86,069 $6.39 Million
Q3 2022

Oct 18, 2022

SELL
$67.14 - $82.32 $245,128 - $300,550
-3,651 Reduced 4.38%
79,765 $5.36 Million
Q2 2022

Jul 20, 2022

BUY
$70.38 - $84.1 $553,679 - $661,614
7,867 Added 10.41%
83,416 $6.04 Million
Q1 2022

May 10, 2022

BUY
$78.85 - $87.08 $5.96 Million - $6.58 Million
75,549 New
75,549 $6.3 Million

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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