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

Waller Financial Planning Group, Inc

  • $372 Million
  • Q2 2024

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 59,199 shares of SLYV stock, worth $5.12 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
59,199
Previous 53,716 10.21%
Holding current value
$5.12 Million
Previous $4.46 Million 4.02%
% of portfolio
1.25%
Previous 1.19%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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