Wallace Advisory Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Wallace Advisory Group, LLC

  • $139 Billion
  • Q2 2024

A detailed history of Wallace Advisory Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 3,816 shares of SLYV stock, worth $324,512. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,816
Previous 5,916 35.5%
Holding current value
$324,512
Previous $493 Million 39.37%
% of portfolio
0.22%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$76.01 - $82.53 $159,621 - $173,313
-2,100 Reduced 35.5%
3,816 $299 Million
Q1 2024

Apr 12, 2024
SELL
$77.43 - $82.98 $9,291 - $9,957
-120 Reduced 1.99%
5,916 $493 Million
Q4 2023

Jan 08, 2024
SELL
$66.67 - $84.55 $3,400 - $4,312
-51 Reduced 0.84%
6,036 $437 Million
Q3 2023

Oct 05, 2023
BUY
$71.19 - $81.84 $4,484 - $5,155
63 Added 1.05%
6,087 $470 Million
Q1 2023

May 10, 2023
BUY
$72.3 - $86.64 $3,108 - $3,725
43 Added 0.72%
6,024 $459 Million
Q4 2022

Feb 21, 2023
BUY
$68.86 - $79.8 $411,851 - $477,283
5,981 New
5,981 $444 Million

Others Institutions Holding SLYV

# of Institutions
565
Shares Held
31.1M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email