One Ascent Family Office, LLC Spdr S&P 600 Small Cap Value E Transaction History

One Ascent Family Office, LLC

  • $106 Million
  • Q2 2025

A detailed history of One Ascent Family Office, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, One Ascent Family Office, LLC holds 9,572 shares of SLYV stock, worth $782,128. This represents 0.72% of its overall portfolio holdings.

Number of Shares
9,572
Previous 4,984 92.05%
Holding current value
$782,128
Previous $391,000 95.14%
% of portfolio
0.72%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$67.03 - $80.35 $307,533 - $368,645
4,588 Added 92.05%
9,572 $763,000
Q1 2025

May 05, 2025
BUY
$77.33 - $90.16 $47,248 - $55,087
611 Added 13.97%
4,984 $391,000
Q4 2024

Feb 12, 2025
BUY
$84.34 - $95.14 $368,818 - $416,047
4,373 New
4,373 $382,000

Others Institutions Holding SLYV

# of Institutions
611
Shares Held
44.7M
Call Options Held
2.8K
Put Options Held
900
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
Track This Portfolio

Track One Ascent Family Office, LLC Portfolio

Follow One Ascent Family Office, LLC 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 One Ascent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email