Valeo Financial Advisors, LLC Spdr S&P 600 Small Cap ETF Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$79.99 - $93.53 $82,149 - $96,055	-1,027 Reduced 4.7%	20,813 $1.75 Million
Q4 2022 Feb 09, 2023	BUY	$80.75 - $88.73 $87,452 - $96,094	1,083 Added 5.22%	21,840 $1.8 Million
Q3 2022 Oct 31, 2022	BUY	N/A	2,365 Added 12.86%	20,757 $1.57 Million
Q2 2022 Aug 03, 2022	BUY	N/A	5,150 Added 38.89%	18,392 $1.47 Million
Q1 2022 Apr 28, 2022	BUY	N/A	4,823 Added 57.29%	13,242 $1.24 Million

Q2 2021 Jul 22, 2021	SELL	N/A	-1,114 Reduced 11.69%	8,419 $823,000
Q1 2021 Apr 12, 2021	BUY	N/A	50 Added 0.53%	9,533 $896,000
Q4 2020 Feb 11, 2021	BUY	N/A	459 Added 5.09%	9,483 $754,000
Q3 2020 Oct 28, 2020	SELL	N/A	-680 Reduced 7.01%	9,024 $549,000
Q2 2020 Jul 20, 2020	BUY	N/A	1,308 Added 15.58%	9,704 $573,000
Q1 2020 Apr 13, 2020	BUY	N/A	8,396 New	8,396 $442,000

Others Institutions Holding SLY

# of Institutions

17

Shares Held

588K

Call Options Held

0

Put Options Held

0

About SPDR S&P 600 SMALL CAP ETF

Ticker SLY
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