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

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 13,364 shares of SLYV stock, worth $1.03 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

13,364

Previous 13,306 0.44%

Holding current value

$1.03 Million

Previous $1.16 Billion 9.75%

% of portfolio

0.39%

Previous 0.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$77.33 - $90.16 $4,485 - $5,229	58 Added 0.44%	13,364 $1.05 Billion
Q4 2024 Jan 27, 2025	SELL	$84.34 - $95.14 $69,580 - $78,490	-825 Reduced 5.84%	13,306 $1.16 Billion
Q3 2024 Oct 29, 2024	SELL	$77.23 - $87.97 $29,038 - $33,076	-376 Reduced 2.59%	14,131 $1.23 Billion
Q2 2024 Aug 13, 2024	SELL	$76.01 - $82.53 $58,451 - $63,465	-769 Reduced 5.03%	14,507 $1.14 Billion
Q1 2024 Apr 30, 2024	SELL	$77.43 - $82.98 $4,181 - $4,480	-54 Reduced 0.35%	15,276 $1.27 Billion
Q4 2023 Feb 08, 2024	BUY	$66.67 - $84.55 $1.02 Million - $1.3 Million	15,330 New	15,330 $1.28 Billion

Others Institutions Holding SLYV

# of Institutions

613

Shares Held

35.2M

Call Options Held

2.8K

Put Options Held

900

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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