Portside Wealth Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 5,445 shares of SLYV stock, worth $458,033. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,445
Previous 27,655 80.31%
Holding current value
$458,033
Previous $2.29 Billion 81.42%
% of portfolio
0.08%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$76.01 - $82.53 $1.69 Million - $1.83 Million
-22,210 Reduced 80.31%
5,445 $426 Million
Q1 2024

Apr 17, 2024
BUY
$77.43 - $82.98 $164,538 - $176,332
2,125 Added 8.32%
27,655 $2.29 Billion
Q4 2023

Jan 16, 2024
BUY
$66.67 - $84.55 $118,072 - $149,738
1,771 Added 7.45%
25,530 $2.13 Billion
Q3 2023

Oct 27, 2023
BUY
$71.19 - $81.84 $55,955 - $64,326
786 Added 3.42%
23,759 $1.72 Billion
Q2 2023

Sep 01, 2023
SELL
$71.23 - $78.02 $72 Million - $78.9 Million
-1,010,992 Reduced 97.78%
22,973 $1.77 Billion
Q2 2023

Aug 01, 2023
BUY
$71.23 - $78.02 $73.6 Million - $80.7 Million
1,033,965 New
1,033,965 $79.8 Million

Others Institutions Holding SLYV

# of Institutions
564
Shares Held
30.2M
Call Options Held
1K
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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