A detailed history of Marotta Asset Management transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Marotta Asset Management holds 41,074 shares of SLYV stock, worth $3.46 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
41,074
Previous 39,746 3.34%
Holding current value
$3.46 Million
Previous $3.3 Million 2.46%
% of portfolio
0.66%
Previous 0.68%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$76.01 - $82.53 $100,941 - $109,599
1,328 Added 3.34%
41,074 $3.22 Million
Q1 2024

Apr 02, 2024

BUY
$77.43 - $82.98 $4,181 - $4,480
54 Added 0.14%
39,746 $3.3 Million
Q4 2023

Jan 03, 2024

SELL
$66.67 - $84.55 $11,800 - $14,965
-177 Reduced 0.44%
39,692 $3.31 Million
Q3 2023

Oct 11, 2023

SELL
$71.19 - $81.84 $248,880 - $286,112
-3,496 Reduced 8.06%
39,869 $2.89 Million
Q2 2023

Jul 05, 2023

BUY
$71.23 - $78.02 $200,868 - $220,016
2,820 Added 6.96%
43,365 $3.35 Million
Q4 2022

Jan 03, 2023

SELL
$72.68 - $79.8 $89,251 - $97,994
-1,228 Reduced 2.94%
40,545 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-3,060 Reduced 6.83%
41,773 $0
Q2 2022

Jul 21, 2022

BUY
N/A
1,494 Added 3.45%
44,833 $0
Q1 2022

Apr 08, 2022

BUY
N/A
2,449 Added 5.99%
43,339 $0
Q4 2021

Jan 13, 2022

BUY
N/A
556 Added 1.38%
40,890 $0
Q3 2021

Oct 21, 2021

BUY
N/A
3,486 Added 9.46%
40,334 $0
Q2 2021

Jul 09, 2021

BUY
N/A
1,332 Added 3.75%
36,848 $0
Q1 2021

Apr 09, 2021

BUY
N/A
750 Added 2.16%
35,516 $0
Q4 2020

Jan 07, 2021

SELL
N/A
-1,006 Reduced 2.81%
34,766 $0
Q3 2020

Oct 06, 2020

SELL
N/A
-23,078 Reduced 39.21%
35,772 $0
Q2 2020

Jul 06, 2020

BUY
N/A
2,710 Added 4.83%
58,850 $0
Q1 2020

Apr 02, 2020

BUY
N/A
9,550 Added 20.5%
56,140 $0
Q4 2019

Feb 04, 2020

BUY
N/A
46,590 New
46,590 $0

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Marotta Asset Management Portfolio

Follow Marotta Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.