Total Wealth Planning, LLC Spdr S&P 600 Small Cap Growth Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Total Wealth Planning, LLC holds 14,194 shares of SLYG stock, worth $1.33 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,194
Previous 12,723 11.56%
Holding current value
$1.33 Million
Previous $1.18 Million 8.28%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Jan 15, 2025
BUY
$89.9 - $100.66 $132,242 - $148,070
1,471 Added 11.56%
14,194 $1.28 Million
Q3 2024

Oct 10, 2024
SELL
$85.03 - $94.56 $21,512 - $23,923
-253 Reduced 1.95%
12,723 $1.18 Million
Q2 2024

Aug 02, 2024
SELL
$81.25 - $88.21 $14,543 - $15,789
-179 Reduced 1.36%
12,976 $1.11 Million
Q1 2024

Apr 18, 2024
SELL
$80.09 - $87.23 $82,732 - $90,108
-1,033 Reduced 7.28%
13,155 $1.15 Million
Q4 2023

Feb 05, 2024
SELL
$68.97 - $85.01 $25,243 - $31,113
-366 Reduced 2.51%
14,188 $1.19 Million
Q3 2023

Nov 08, 2023
SELL
$72.54 - $80.81 $10,083 - $11,232
-139 Reduced 0.95%
14,554 $1.07 Million
Q2 2023

Jul 31, 2023
SELL
$69.81 - $77.05 $32,112 - $35,443
-460 Reduced 3.04%
14,693 $1.13 Million
Q1 2023

Apr 14, 2023
BUY
$70.74 - $80.39 $565 - $643
8 Added 0.05%
15,153 $1.12 Million
Q4 2022

Feb 02, 2023
BUY
$68.91 - $78.35 $19,914 - $22,643
289 Added 1.95%
15,145 $1.09 Million
Q3 2022

Nov 14, 2022
BUY
$67.45 - $82.5 $9,780 - $11,962
145 Added 0.99%
14,856 $1.01 Million
Q2 2022

Aug 01, 2022
BUY
$67.79 - $84.74 $45,961 - $57,453
678 Added 4.83%
14,711 $1.04 Million
Q1 2022

May 13, 2022
BUY
$79.77 - $93.68 $17,389 - $20,422
218 Added 1.58%
14,033 $1.18 Million
Q4 2021

Feb 09, 2022
BUY
$87.48 - $96.13 $29,480 - $32,395
337 Added 2.5%
13,815 $825,000
Q3 2021

Nov 04, 2021
BUY
$83.59 - $91.68 $8,693 - $9,534
104 Added 0.78%
13,478 $1.17 Million
Q2 2021

Aug 16, 2021
SELL
$82.26 - $89.48 $4,606 - $5,010
-56 Reduced 0.42%
13,374 $1.19 Million
Q1 2021

May 17, 2021
SELL
$75.75 - $89.99 $155,817 - $185,109
-2,057 Reduced 13.28%
13,430 $1.15 Million
Q4 2020

Feb 11, 2021
SELL
$59.86 - $77.16 $197,657 - $254,782
-3,302 Reduced 17.57%
15,487 $1.18 Million
Q3 2020

Nov 10, 2020
SELL
$55.29 - $63.27 $117,435 - $134,385
-2,124 Reduced 10.16%
18,789 $1.11 Million
Q2 2020

Aug 13, 2020
BUY
$42.16 - $60.6 $2,909 - $4,181
69 Added 0.33%
20,913 $1.19 Million
Q1 2020

May 13, 2020
BUY
$39.85 - $66.69 $23,272 - $38,946
584 Added 2.88%
20,844 $963,000
Q4 2019

Feb 11, 2020
BUY
$57.76 - $64.9 $46,496 - $52,244
805 Added 4.14%
20,260 $1.31 Million
Q3 2019

Nov 07, 2019
BUY
$59.51 - $62.08 $210,129 - $219,204
3,531 Added 22.17%
19,455 $1.16 Million
Q2 2019

Aug 06, 2019
BUY
N/A
2,109 Added 15.27%
15,924 $970,000
Q1 2019

May 15, 2019
BUY
N/A
3,129 Added 29.28%
13,815 $825,000
Q4 2018

Feb 14, 2019
BUY
N/A
10,686 New
10,686 $576,000

Others Institutions Holding SLYG

# of Institutions
501
Shares Held
27.5M
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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