Summit Financial, LLC Spdr S&P 600 Small Cap Value E Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Summit Financial, LLC holds 4,056 shares of SLYV stock, worth $331,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,056

Previous 10,887 62.74%

Holding current value

$331,415

Previous $853,000 62.13%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$67.03 - $80.35 $457,881 - $548,870	-6,831 Reduced 62.74%	4,056 $323,000
Q1 2025 May 14, 2025	SELL	$77.33 - $90.16 $127,053 - $148,132	-1,643 Reduced 13.11%	10,887 $853,000
Q4 2024 Feb 12, 2025	BUY	$84.34 - $95.14 $6,578 - $7,420	78 Added 0.63%	12,530 $1.09 Million
Q3 2024 Nov 12, 2024	BUY	$77.23 - $87.97 $36,529 - $41,609	473 Added 3.95%	12,452 $1.08 Million
Q2 2024 Jul 31, 2024	BUY	$76.01 - $82.53 $586,037 - $636,306	7,710 Added 180.6%	11,979 $938,000
Q1 2024 Apr 24, 2024	BUY	$77.43 - $82.98 $8,517 - $9,127	110 Added 2.64%	4,269 $354,000
Q4 2023 Feb 05, 2024	BUY	$66.67 - $84.55 $29,934 - $37,962	449 Added 12.1%	4,159 $346,000
Q2 2023 Aug 11, 2023	BUY	$71.23 - $78.02 $2,493 - $2,730	35 Added 0.95%	3,710 $286,000
Q2 2022 Aug 12, 2022	SELL	$70.38 - $84.1 $20,128 - $24,052	-286 Reduced 7.22%	3,675 $0
Q3 2021 Nov 08, 2021	BUY	$78.25 - $86.49 $309,948 - $342,586	3,961 New	3,961 $0

Others Institutions Holding SLYV

# of Institutions

611

Shares Held

44.7M

Call Options Held

2.8K

Put Options Held

900

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Spdr S&P 600 Small Cap Value E Transaction History