Partners In Financial Planning Spdr S&P 600 Small Cap Value E Transaction History

Partners In Financial Planning

  • $498 Billion
  • Q1 2025

A detailed history of Partners In Financial Planning transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Partners In Financial Planning holds 26,073 shares of SLYV stock, worth $1.92 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
26,073
Previous 25,544 2.07%
Holding current value
$1.92 Million
Previous $2.23 Billion 8.28%
% of portfolio
0.41%
Previous 0.45%

Shares

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

Apr 30, 2025
BUY
$77.33 - $90.16 $40,907 - $47,694
529 Added 2.07%
26,073 $2.04 Billion
Q4 2024

Feb 12, 2025
BUY
$84.34 - $95.14 $2.15 Million - $2.43 Million
25,544 New
25,544 $2.23 Billion
Q3 2024

Feb 26, 2025
BUY
$77.23 - $87.97 $5,715 - $6,509
74 Added 0.3%
24,885 $2.16 Billion
Q2 2024

Feb 26, 2025
BUY
$76.01 - $82.53 $102,385 - $111,167
1,347 Added 5.74%
24,811 $1.94 Billion
Q1 2024

Feb 26, 2025
SELL
$77.43 - $82.98 $30,507 - $32,694
-394 Reduced 1.65%
23,464 $1.95 Billion
Q4 2023

Feb 26, 2025
BUY
$66.67 - $84.55 $96,671 - $122,597
1,450 Added 6.47%
23,858 $1.99 Billion
Q3 2023

Mar 04, 2025
SELL
$71.19 - $81.84 $243,113 - $279,483
-3,415 Reduced 13.37%
22,129 $1.6 Billion
Q2 2023

Feb 26, 2025
SELL
$71.23 - $78.02 $261,770 - $286,723
-3,675 Reduced 14.09%
22,408 $1.73 Billion
Q1 2023

Feb 26, 2025
BUY
$72.3 - $86.64 $38,969 - $46,698
539 Added 2.11%
26,083 $1.99 Billion
Q4 2022

May 05, 2025
BUY
$68.86 - $79.8 $133,312 - $154,492
1,936 Added 8.0%
26,140 $1.94 Billion
Q3 2022

May 05, 2025
SELL
$67.14 - $82.32 $52,302 - $64,127
-779 Reduced 3.12%
24,204 $1.9 Billion
Q2 2022

May 05, 2025
SELL
$70.38 - $84.1 $263,080 - $314,365
-3,738 Reduced 13.01%
24,983 $1.89 Billion
Q1 2022

May 05, 2025
BUY
$78.85 - $87.08 $709 - $783
9 Added 0.03%
28,721 $2.33 Billion
Q4 2021

May 05, 2025
BUY
$80.48 - $90.28 $212,386 - $238,248
2,639 Added 10.12%
28,712 $2.34 Billion
Q3 2021

May 05, 2025
BUY
$78.25 - $86.49 $2,660 - $2,940
34 Added 0.12%
29,505 $2.42 Billion
Q2 2021

May 05, 2025
BUY
$80.72 - $89.85 $274,286 - $305,310
3,398 Added 13.03%
29,471 $2.53 Billion

Others Institutions Holding SLYV

# of Institutions
612
Shares Held
35.3M
Call Options Held
2.8K
Put Options Held
900
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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