Strategies Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Strategies Wealth Advisors, LLC

$916 Billion
Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 56,611 shares of SLYV stock, worth $4.98 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

56,611

Previous 33,557 68.7%

Holding current value

$4.98 Million

Previous $2.63 Billion 71.63%

% of portfolio

0.49%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$67.03 - $80.35 $1.55 Million - $1.85 Million	23,054 Added 68.7%	56,611 $4.52 Billion
Q1 2025 May 14, 2025	BUY	$77.33 - $90.16 $114,757 - $133,797	1,484 Added 4.63%	33,557 $2.63 Billion
Q4 2024 Feb 13, 2025	SELL	$84.34 - $95.14 $151,221 - $170,586	-1,793 Reduced 5.29%	32,073 $2.8 Billion
Q3 2024 Oct 07, 2024	SELL	$77.23 - $87.97 $104,492 - $119,023	-1,353 Reduced 3.84%	33,866 $2.94 Billion
Q2 2024 Jul 29, 2024	SELL	$76.01 - $82.53 $177,255 - $192,459	-2,332 Reduced 6.21%	35,219 $2.76 Billion
Q1 2024 Apr 22, 2024	SELL	$77.43 - $82.98 $102,594 - $109,948	-1,325 Reduced 3.41%	37,551 $3.12 Billion
Q4 2023 Jan 22, 2024	SELL	$66.67 - $84.55 $207,077 - $262,612	-3,106 Reduced 7.4%	38,876 $3.24 Billion
Q3 2023 Oct 10, 2023	BUY	$71.19 - $81.84 $75,247 - $86,504	1,057 Added 2.58%	41,982 $3.04 Billion
Q2 2023 Jul 12, 2023	BUY	$71.23 - $78.02 $16,382 - $17,944	230 Added 0.57%	40,925 $3.16 Billion
Q1 2023 Jun 27, 2023	SELL	$72.3 - $86.64 $19,593 - $23,479	-271 Reduced 0.66%	40,695 $3.1 Billion
Q4 2022 Jun 27, 2023	BUY	$68.86 - $79.8 $644,391 - $746,768	9,358 Added 29.61%	40,966 $3.04 Billion
Q2 2022 Jun 27, 2023	BUY	$70.38 - $84.1 $177,709 - $212,352	2,525 Added 8.68%	31,608 $2.29 Billion
Q1 2022 Jun 27, 2023	SELL	$78.85 - $87.08 $164,481 - $181,648	-2,086 Reduced 6.69%	29,083 $2.42 Billion
Q4 2021 Jun 26, 2023	BUY	$80.48 - $90.28 $2.51 Million - $2.81 Million	31,169 New	31,169 $2.64 Billion

Others Institutions Holding SLYV

# of Institutions

615

Shares Held

33.3M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP VALUE E

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Strategies Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History