Reston Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Reston Wealth Management LLC

  • $275 Million
  • Q3 2024

A detailed history of Reston Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Reston Wealth Management LLC holds 2,233 shares of SLYV stock, worth $201,639. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,233
Previous 2,725 18.06%
Holding current value
$201,639
Previous $213,000 9.39%
% of portfolio
0.07%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$77.23 - $87.97 $37,997 - $43,281
-492 Reduced 18.06%
2,233 $193,000
Q2 2024

Jul 30, 2024
SELL
$76.01 - $82.53 $294,462 - $319,721
-3,874 Reduced 58.71%
2,725 $213,000
Q1 2024

May 09, 2024
SELL
$77.43 - $82.98 $11.1 Million - $11.9 Million
-142,886 Reduced 95.59%
6,599 $547,000
Q4 2023

Jan 24, 2024
BUY
$66.67 - $84.55 $191,209 - $242,489
2,868 Added 1.96%
149,485 $12.5 Million
Q3 2023

Oct 20, 2023
SELL
$71.19 - $81.84 $725,568 - $834,113
-10,192 Reduced 6.5%
146,617 $10.6 Million
Q2 2023

Aug 07, 2023
BUY
$71.23 - $78.02 $383,787 - $420,371
5,388 Added 3.56%
156,809 $12.1 Million
Q1 2023

May 08, 2023
BUY
$72.3 - $86.64 $298,526 - $357,736
4,129 Added 2.8%
151,421 $11.5 Million
Q4 2022

Feb 14, 2023
BUY
$68.86 - $79.8 $3.6 Million - $4.17 Million
52,233 Added 54.95%
147,292 $10.9 Million
Q3 2022

Nov 14, 2022
BUY
$67.14 - $82.32 $237,138 - $290,754
3,532 Added 3.86%
95,059 $6.38 Million
Q2 2022

Jul 28, 2022
SELL
$70.38 - $84.1 $574,019 - $685,919
-8,156 Reduced 8.18%
91,527 $6.63 Million
Q1 2022

May 04, 2022
BUY
$78.85 - $87.08 $586,013 - $647,178
7,432 Added 8.06%
99,683 $8.31 Million
Q4 2021

Feb 09, 2022
SELL
$80.48 - $90.28 $61,728 - $69,244
-767 Reduced 0.82%
92,251 $7.82 Million
Q3 2021

Oct 19, 2021
BUY
$78.25 - $86.49 $631,242 - $697,714
8,067 Added 9.5%
93,018 $7.62 Million
Q2 2021

Aug 05, 2021
BUY
$80.72 - $89.85 $6.86 Million - $7.63 Million
84,951 New
84,951 $7.28 Million

Others Institutions Holding SLYV

# of Institutions
590
Shares Held
31.2M
Call Options Held
4K
Put Options Held
800
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 Reston Wealth Management LLC Portfolio

Follow Reston Wealth Management 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 Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email