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 $2.86 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

33,687

Previous 33,129 1.68%

Holding current value

$2.86 Million

Previous $3.08 Million 1.33%

% of portfolio

0.63%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

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