Walled Lake Planning & Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History

Walled Lake Planning & Wealth Management, LLC

$257 Million
Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 4,981 shares of SLYG stock, worth $445,002. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,981

Previous 5,846 14.8%

Holding current value

$445,002

Previous $485,000 8.87%

% of portfolio

0.17%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$72.61 - $88.75 $62,807 - $76,768	-865 Reduced 14.8%	4,981 $442,000
Q1 2025 May 07, 2025	BUY	$80.73 - $94.96 $15,742 - $18,517	195 Added 3.45%	5,846 $485,000
Q4 2024 Feb 12, 2025	BUY	$89.9 - $100.66 $31,375 - $35,130	349 Added 6.58%	5,651 $510,000
Q3 2024 Nov 14, 2024	BUY	$85.03 - $94.56 $23,128 - $25,720	272 Added 5.41%	5,302 $493,000
Q2 2024 Aug 12, 2024	BUY	$81.25 - $88.21 $82,306 - $89,356	1,013 Added 25.22%	5,030 $431,000
Q1 2024 May 13, 2024	BUY	$80.09 - $87.23 $59,106 - $64,375	738 Added 22.51%	4,017 $350,000
Q4 2023 Feb 13, 2024	BUY	$68.97 - $85.01 $2,620 - $3,230	38 Added 1.17%	3,279 $274,000
Q3 2023 Nov 14, 2023	BUY	$72.54 - $80.81 $8,704 - $9,697	120 Added 3.84%	3,241 $237,000
Q2 2023 Aug 11, 2023	BUY	$69.81 - $77.05 $217,877 - $240,473	3,121 New	3,121 $240,000
Q1 2022 May 13, 2022	SELL	$79.77 - $93.68 $247,207 - $290,314	-3,099 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$87.48 - $96.13 $190,793 - $209,659	2,181 Added 237.58%	3,099 $288,000
Q3 2021 Nov 15, 2021	BUY	$83.59 - $91.68 $20,897 - $22,920	250 Added 37.43%	918 $80,000
Q2 2021 Aug 16, 2021	BUY	$82.26 - $89.48 $3,208 - $3,489	39 Added 6.2%	668 $59,000
Q1 2021 May 17, 2021	BUY	$75.75 - $89.99 $2,575 - $3,059	34 Added 5.71%	629 $54,000
Q4 2020 Feb 19, 2021	BUY	$59.86 - $77.16 $5,267 - $6,790	88 Added 17.36%	595 $45,000
Q3 2020 Nov 13, 2020	BUY	$55.29 - $63.27 $7,021 - $8,035	127 Added 33.42%	507 $30,000
Q2 2020 Aug 18, 2020	BUY	$42.16 - $60.6 $16,020 - $23,028	380 New	380 $22,000

Others Institutions Holding SLYG

# of Institutions

537

Shares Held

26.4M

Call Options Held

4.4K

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

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Walled Lake Planning & Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History