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

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

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 10,925 shares of SLYV stock, worth $970,577. This represents 0.33% of its overall portfolio holdings.

Number of Shares
10,925
Previous 14,494 24.62%
Holding current value
$970,577
Previous $1.26 Million 24.24%
% of portfolio
0.33%
Previous 0.45%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
592
Shares Held
31.1M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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