Morton Brown Family Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History

Morton Brown Family Wealth, LLC

$294 Million
Q1 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 4,951 shares of SLYV stock, worth $377,068. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,951

Previous 10,925 54.68%

Holding current value

$377,068

Previous $953,000 59.29%

% of portfolio

0.13%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$77.33 - $90.16 $461,969 - $538,615	-5,974 Reduced 54.68%	4,951 $388,000
Q4 2024 Jan 31, 2025	SELL	$84.34 - $95.14 $301,009 - $339,554	-3,569 Reduced 24.62%	10,925 $953,000
Q3 2024 Oct 24, 2024	SELL	$77.23 - $87.97 $670,047 - $763,227	-8,676 Reduced 37.44%	14,494 $1.26 Million
Q2 2024 Jul 30, 2024	SELL	$76.01 - $82.53 $1.12 Million - $1.21 Million	-14,680 Reduced 38.78%	23,170 $1.81 Million
Q1 2024 Apr 23, 2024	SELL	$77.43 - $82.98 $6.54 Million - $7.01 Million	-84,471 Reduced 69.06%	37,850 $3.14 Million
Q4 2023 Jan 26, 2024	SELL	$66.67 - $84.55 $2.79 Million - $3.54 Million	-41,843 Reduced 25.49%	122,321 $10.2 Million
Q3 2023 Oct 18, 2023	BUY	$71.19 - $81.84 $1.18 Million - $1.35 Million	16,532 Added 11.2%	164,164 $11.9 Million
Q2 2023 Jul 25, 2023	BUY	$71.23 - $78.02 $1.84 Million - $2.01 Million	25,775 Added 21.15%	147,632 $11.4 Million
Q1 2023 Apr 25, 2023	BUY	$72.3 - $86.64 $995,787 - $1.19 Million	13,773 Added 12.74%	121,857 $9.28 Million
Q4 2022 Feb 01, 2023	SELL	$68.86 - $79.8 $300,505 - $348,247	-4,364 Reduced 3.88%	108,084 $8.02 Million
Q3 2022 Oct 31, 2022	SELL	$67.14 - $82.32 $45,990 - $56,389	-685 Reduced 0.61%	112,448 $7.55 Million
Q2 2022 Jul 21, 2022	BUY	$70.38 - $84.1 $395,394 - $472,473	5,618 Added 5.23%	113,133 $8.19 Million
Q1 2022 Apr 20, 2022	BUY	$78.85 - $87.08 $530,423 - $585,787	6,727 Added 6.67%	107,515 $8.96 Million
Q4 2021 Feb 11, 2022	BUY	$80.48 - $90.28 $8.11 Million - $9.1 Million	100,788 New	100,788 $8.54 Million

Others Institutions Holding SLYV

# of Institutions

612

Shares Held

35.2M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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Morton Brown Family Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History