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

Waller Financial Planning Group, Inc

$434 Million
Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 60,722 shares of SLYV stock, worth $5.34 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

60,722

Previous 60,043 1.13%

Holding current value

$5.34 Million

Previous $4.81 Million 11.91%

% of portfolio

1.24%

Previous 1.17%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$79.39 - $90.39 $53,905 - $61,374	679 Added 1.13%	60,722 $5.38 Million
Q2 2025 Jul 02, 2025	BUY	$67.03 - $80.35 $868,306 - $1.04 Million	12,954 Added 27.51%	60,043 $4.81 Million
Q1 2025 Apr 02, 2025	SELL	$77.33 - $90.16 $1.21 Million - $1.41 Million	-15,657 Reduced 24.95%	47,089 $3.68 Million
Q4 2024 Jan 03, 2025	BUY	$84.34 - $95.14 $153,836 - $173,535	1,824 Added 2.99%	62,746 $5.47 Million
Q3 2024 Oct 02, 2024	BUY	$77.23 - $87.97 $133,067 - $151,572	1,723 Added 2.91%	60,922 $5.29 Million
Q2 2024 Jul 02, 2024	BUY	$76.01 - $82.53 $416,762 - $452,511	5,483 Added 10.21%	59,199 $4.64 Million
Q1 2024 Apr 02, 2024	BUY	$77.43 - $82.98 $196,052 - $210,105	2,532 Added 4.95%	53,716 $4.46 Million
Q4 2023 Jan 03, 2024	SELL	$66.67 - $84.55 $4,600 - $5,833	-69 Reduced 0.13%	51,184 $4.26 Million
Q3 2023 Oct 18, 2023	SELL	$71.19 - $81.84 $24,774 - $28,480	-348 Reduced 0.67%	51,253 $3.71 Million
Q2 2023 Jul 05, 2023	BUY	$71.23 - $78.02 $193,959 - $212,448	2,723 Added 5.57%	51,601 $3.98 Million
Q1 2023 Apr 18, 2023	SELL	$72.3 - $86.64 $1.01 Million - $1.21 Million	-13,962 Reduced 22.22%	48,878 $3.72 Million
Q4 2022 Jan 05, 2023	SELL	$68.86 - $79.8 $304,567 - $352,955	-4,423 Reduced 6.58%	62,840 $0
Q3 2022 Oct 20, 2022	BUY	$67.14 - $82.32 $68,482 - $83,966	1,020 Added 1.54%	67,263 $4.52 Million
Q2 2022 Jul 18, 2022	SELL	$70.38 - $84.1 $7,530 - $8,998	-107 Reduced 0.16%	66,243 $4.8 Million
Q1 2022 Apr 18, 2022	BUY	$78.85 - $87.08 $136,962 - $151,257	1,737 Added 2.69%	66,350 $5.53 Million
Q4 2021 Jan 26, 2022	SELL	$80.48 - $90.28 $91,908 - $103,099	-1,142 Reduced 1.74%	64,613 $5.47 Million
Q3 2021 Oct 19, 2021	BUY	$78.25 - $86.49 $2,269 - $2,508	29 Added 0.04%	65,755 $5.39 Million
Q2 2021 Jul 22, 2021	SELL	$80.72 - $89.85 $22,117 - $24,618	-274 Reduced 0.42%	65,726 $5.63 Million
Q1 2021 Apr 14, 2021	SELL	$65.44 - $87.88 $771,733 - $1.04 Million	-11,793 Reduced 15.16%	66,000 $5.41 Million
Q4 2020 Jan 14, 2021	SELL	$50.84 - $66.37 $599,301 - $782,369	-11,788 Reduced 13.16%	77,793 $5.15 Million
Q3 2020 Oct 19, 2020	SELL	$46.51 - $54.78 $52,509 - $61,846	-1,129 Reduced 1.24%	89,581 $4.49 Million
Q2 2020 Jul 14, 2020	SELL	$37.01 - $56.66 $1.31 Million - $2.01 Million	-35,424 Reduced 28.08%	90,710 $4.46 Million
Q1 2020 Apr 13, 2020	BUY	$35.74 - $66.24 $1.26 Million - $2.34 Million	35,328 Added 38.9%	126,134 $5.15 Million
Q4 2019 Jan 15, 2020	BUY	$58.81 - $66.14 $120,090 - $135,057	2,042 Added 2.3%	90,806 $5.97 Million
Q3 2019 Oct 30, 2019	BUY	$60.53 - $63.24 $268,026 - $280,026	4,428 Added 5.25%	88,764 $5.62 Million
Q2 2019 Jul 16, 2019	BUY	N/A	4,262 Added 5.32%	84,336 $5.05 Million
Q1 2019 Apr 17, 2019	BUY	N/A	6,426 Added 8.73%	80,074 $5.03 Million
Q4 2018 Jan 30, 2019	BUY	N/A	73,648 New	73,648 $3.96 Million

Others Institutions Holding SLYV

# of Institutions

614

Shares Held

33.3M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Account

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