Oakwell Private Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 15,760 shares of SLYV stock, worth $1.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,760
Previous 15,760 -0.0%
Holding current value
$1.4 Million
Previous $1.24 Million 1.78%
% of portfolio
0.29%
Previous 0.34%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$77.33 - $90.16 $50,496 - $58,874
-653 Reduced 3.98%
15,760 $1.24 Million
Q4 2024

Feb 04, 2025
SELL
$84.34 - $95.14 $21,506 - $24,260
-255 Reduced 1.53%
16,413 $1.43 Million
Q3 2024

Nov 04, 2024
SELL
$77.23 - $87.97 $44,407 - $50,582
-575 Reduced 3.33%
16,668 $1.45 Million
Q2 2024

Aug 08, 2024
SELL
$76.01 - $82.53 $3,116 - $3,383
-41 Reduced 0.24%
17,243 $1.35 Million
Q1 2024

Apr 25, 2024
SELL
$77.43 - $82.98 $9,911 - $10,621
-128 Reduced 0.74%
17,284 $1.43 Million
Q4 2023

Feb 05, 2024
SELL
$66.67 - $84.55 $141,207 - $179,076
-2,118 Reduced 10.84%
17,412 $1.45 Million
Q3 2023

Oct 30, 2023
SELL
$71.19 - $81.84 $48,622 - $55,896
-683 Reduced 3.38%
19,530 $1.41 Million
Q2 2023

Jul 26, 2023
BUY
$71.23 - $78.02 $45,800 - $50,166
643 Added 3.29%
20,213 $1.56 Million
Q1 2023

May 04, 2023
SELL
$72.3 - $86.64 $139,611 - $167,301
-1,931 Reduced 8.98%
19,570 $1.49 Million
Q4 2022

Feb 01, 2023
BUY
$68.86 - $79.8 $280,329 - $324,865
4,071 Added 23.36%
21,501 $1.6 Million
Q3 2022

Oct 27, 2022
BUY
$67.14 - $82.32 $904,644 - $1.11 Million
13,474 Added 340.6%
17,430 $1.17 Million
Q2 2022

Aug 03, 2022
BUY
$70.38 - $84.1 $278,423 - $332,699
3,956 New
3,956 $286,000
Q4 2021

Jan 21, 2022
SELL
$80.48 - $90.28 $214,640 - $240,776
-2,667 Closed
0 $0
Q2 2021

Jul 29, 2021
SELL
$80.72 - $89.85 $58,037 - $64,602
-719 Reduced 21.23%
2,667 $229,000
Q4 2020

Feb 10, 2021
BUY
$50.84 - $66.37 $172,144 - $224,728
3,386 New
3,386 $224,000

Others Institutions Holding SLYV

# of Institutions
614
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
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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