Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

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 $7.84 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

84,165

Previous 84,402 0.28%

Holding current value

$7.84 Million

Previous $6.11 Million 14.78%

% of portfolio

2.73%

Previous 2.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

590

Shares Held

31.2M

Call Options Held

Put Options Held

800

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Value E Transaction History