Sugarloaf Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 33,687 shares of SLYG stock, worth $2.81 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
33,687
Previous 33,129 1.68%
Holding current value
$2.81 Million
Previous $3.08 Million 1.33%
% of portfolio
0.63%
Previous 0.63%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$89.9 - $100.66 $50,164 - $56,168
558 Added 1.68%
33,687 $3.04 Million
Q3 2024

Oct 08, 2024
SELL
$85.03 - $94.56 $101,270 - $112,620
-1,191 Reduced 3.47%
33,129 $3.08 Million
Q2 2024

Jul 08, 2024
BUY
$81.25 - $88.21 $13,650 - $14,819
168 Added 0.49%
34,320 $2.95 Million
Q1 2024

Apr 23, 2024
BUY
$80.09 - $87.23 $2.73 Million - $2.97 Million
34,092 Added 56820.0%
34,152 $2.98 Million
Q3 2023

Nov 13, 2023
SELL
$72.54 - $80.81 $362 - $404
-5 Reduced 7.69%
60 $4,000
Q2 2023

Jul 13, 2023
SELL
$69.81 - $77.05 $5,864 - $6,472
-84 Reduced 56.38%
65 $5,000
Q1 2023

Apr 26, 2023
SELL
$70.74 - $80.39 $10,681 - $12,138
-151 Reduced 50.33%
149 $10,000
Q4 2022

Feb 03, 2023
SELL
$68.91 - $78.35 $7.74 Million - $8.8 Million
-112,289 Reduced 99.73%
300 $21,000
Q3 2022

Oct 11, 2022
BUY
$67.45 - $82.5 $178,337 - $218,130
2,644 Added 2.4%
112,589 $7.68 Million
Q2 2022

Jul 12, 2022
BUY
$67.79 - $84.74 $7.45 Million - $9.32 Million
109,945 New
109,945 $7.75 Million

Others Institutions Holding SLYG

# of Institutions
519
Shares Held
29.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
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