Waller Financial Planning Group, Inc Spdr S&P 600 Small Cap Growth Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 52,597 shares of SLYG stock, worth $4.79 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
52,597
Previous 49,959 5.28%
Holding current value
$4.79 Million
Previous $4.29 Million 14.18%
% of portfolio
1.22%
Previous 1.15%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024
BUY
$85.03 - $94.56 $224,309 - $249,449
2,638 Added 5.28%
52,597 $4.9 Million
Q2 2024

Jul 02, 2024
BUY
$81.25 - $88.21 $25,756 - $27,962
317 Added 0.64%
49,959 $4.29 Million
Q1 2024

Apr 02, 2024
SELL
$80.09 - $87.23 $4,404 - $4,797
-55 Reduced 0.11%
49,642 $4.33 Million
Q4 2023

Jan 03, 2024
BUY
$68.97 - $85.01 $10,897 - $13,431
158 Added 0.32%
49,697 $4.16 Million
Q3 2023

Oct 18, 2023
SELL
$72.54 - $80.81 $11,533 - $12,848
-159 Reduced 0.32%
49,539 $3.63 Million
Q2 2023

Jul 05, 2023
BUY
$69.81 - $77.05 $72,113 - $79,592
1,033 Added 2.12%
49,698 $3.82 Million
Q1 2023

Apr 18, 2023
SELL
$70.74 - $80.39 $920,610 - $1.05 Million
-13,014 Reduced 21.1%
48,665 $3.59 Million
Q4 2022

Jan 05, 2023
SELL
$68.91 - $78.35 $9,854 - $11,204
-143 Reduced 0.23%
61,679 $0
Q3 2022

Oct 20, 2022
BUY
$67.45 - $82.5 $13,894 - $16,995
206 Added 0.33%
61,822 $4.21 Million
Q2 2022

Jul 18, 2022
BUY
$67.79 - $84.74 $208,657 - $260,829
3,078 Added 5.26%
61,616 $4.34 Million
Q1 2022

Apr 18, 2022
BUY
$79.77 - $93.68 $292,755 - $343,805
3,670 Added 6.69%
58,538 $4.91 Million
Q4 2021

Jan 26, 2022
SELL
$87.48 - $96.13 $102,963 - $113,145
-1,177 Reduced 2.1%
54,868 $5.09 Million
Q3 2021

Oct 19, 2021
BUY
$83.59 - $91.68 $122,877 - $134,769
1,470 Added 2.69%
56,045 $4.88 Million
Q2 2021

Jul 22, 2021
SELL
$82.26 - $89.48 $10,364 - $11,274
-126 Reduced 0.23%
54,575 $4.85 Million
Q1 2021

Apr 14, 2021
SELL
$75.75 - $89.99 $537,219 - $638,209
-7,092 Reduced 11.48%
54,701 $4.7 Million
Q4 2020

Jan 14, 2021
SELL
$59.86 - $77.16 $673,425 - $868,050
-11,250 Reduced 15.4%
61,793 $4.72 Million
Q3 2020

Oct 19, 2020
SELL
$55.29 - $63.27 $77,461 - $88,641
-1,401 Reduced 1.88%
73,043 $4.31 Million
Q2 2020

Jul 14, 2020
SELL
$42.16 - $60.6 $1.47 Million - $2.11 Million
-34,842 Reduced 31.88%
74,444 $4.23 Million
Q1 2020

Apr 13, 2020
BUY
$39.85 - $66.69 $594,920 - $995,615
14,929 Added 15.82%
109,286 $5.05 Million
Q4 2019

Jan 15, 2020
BUY
$57.76 - $64.9 $194,189 - $218,193
3,362 Added 3.69%
94,357 $6.09 Million
Q3 2019

Oct 30, 2019
BUY
$59.51 - $62.08 $217,390 - $226,778
3,653 Added 4.18%
90,995 $5.59 Million
Q2 2019

Jul 16, 2019
BUY
N/A
3,000 Added 3.56%
87,342 $5.3 Million
Q1 2019

Apr 17, 2019
BUY
N/A
4,099 Added 5.11%
84,342 $5.16 Million
Q4 2018

Jan 30, 2019
BUY
N/A
80,243 New
80,243 $4.33 Million

Others Institutions Holding SLYG

# of Institutions
496
Shares Held
26.7M
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
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