Stone Point Wealth LLC Spdr S&P 600 Small Cap Value E Transaction History

Stone Point Wealth LLC

  • $275 Million
  • Q2 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Stone Point Wealth LLC holds 4,163 shares of SLYV stock, worth $356,227. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,163
Previous 4,844 14.06%
Holding current value
$356,227
Previous $401,000 18.7%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Jul 30, 2024
SELL
$76.01 - $82.53 $51,762 - $56,202
-681 Reduced 14.06%
4,163 $326,000
Q1 2024

May 01, 2024
SELL
$77.43 - $82.98 $24,080 - $25,806
-311 Reduced 6.03%
4,844 $401,000
Q4 2023

Jan 26, 2024
SELL
$66.67 - $84.55 $46,202 - $58,593
-693 Reduced 11.85%
5,155 $429,000
Q3 2023

Oct 25, 2023
BUY
$71.19 - $81.84 $21,641 - $24,879
304 Added 5.48%
5,848 $423,000
Q2 2023

Jul 25, 2023
BUY
$71.23 - $78.02 $17,807 - $19,505
250 Added 4.72%
5,544 $427,000
Q1 2023

Apr 20, 2023
SELL
$72.3 - $86.64 $49,164 - $58,915
-680 Reduced 11.38%
5,294 $403,000
Q4 2022

Jan 20, 2023
BUY
$68.86 - $79.8 $8,332 - $9,655
121 Added 2.07%
5,974 $0
Q3 2022

Nov 03, 2022
SELL
$67.14 - $82.32 $1,544 - $1,893
-23 Reduced 0.39%
5,853 $393,000
Q2 2022

Jul 19, 2022
SELL
$70.38 - $84.1 $4,293 - $5,130
-61 Reduced 1.03%
5,876 $426,000
Q1 2022

Apr 29, 2022
SELL
$78.85 - $87.08 $15,375 - $16,980
-195 Reduced 3.18%
5,937 $503,000
Q4 2021

Feb 10, 2022
BUY
$80.48 - $90.28 $493,503 - $553,596
6,132 New
6,132 $520,000

Others Institutions Holding SLYV

# of Institutions
566
Shares Held
31.2M
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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