Wcg Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 128,416 shares of SLYV stock, worth $10.7 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

128,416

Previous 128,416 -0.0%

Holding current value

$10.7 Million

Previous $10.1 Million 0.01%

% of portfolio

0.83%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$77.33 - $90.16 $1.48 Million - $1.73 Million	-19,151 Reduced 12.98%	128,416 $10.1 Million
Q4 2024 Feb 18, 2025	BUY	$84.34 - $95.14 $101,714 - $114,738	1,206 Added 0.82%	147,567 $12.9 Million
Q3 2024 Nov 13, 2024	SELL	$77.23 - $87.97 $677,538 - $771,760	-8,773 Reduced 5.66%	146,361 $12.7 Million
Q2 2024 Aug 12, 2024	BUY	$76.01 - $82.53 $751,206 - $815,643	9,883 Added 6.8%	155,134 $12.1 Million
Q1 2024 May 13, 2024	SELL	$77.43 - $82.98 $4.61 Million - $4.94 Million	-59,523 Reduced 29.07%	145,251 $12.1 Million
Q4 2023 Feb 08, 2024	SELL	$66.67 - $84.55 $1.35 Million - $1.71 Million	-20,228 Reduced 8.99%	204,774 $17.1 Million
Q3 2023 Nov 09, 2023	BUY	$71.19 - $81.84 $1.34 Million - $1.54 Million	18,869 Added 9.15%	225,002 $16.5 Million
Q2 2023 Aug 14, 2023	BUY	$71.23 - $78.02 $53,493 - $58,593	751 Added 0.37%	206,133 $15.9 Million
Q1 2023 May 15, 2023	BUY	$72.3 - $86.64 $782,430 - $937,618	10,822 Added 5.56%	205,382 $15.6 Million
Q4 2022 Feb 14, 2023	BUY	$68.86 - $79.8 $319,579 - $370,351	4,641 Added 2.44%	194,560 $14.4 Million
Q3 2022 Nov 14, 2022	BUY	$67.14 - $82.32 $530,741 - $650,739	7,905 Added 4.34%	189,919 $12.8 Million
Q2 2022 Aug 23, 2022	SELL	$70.38 - $84.1 $114,930 - $137,335	-1,633 Reduced 0.89%	182,014 $13.2 Million
Q2 2022 Aug 15, 2022	BUY	$70.38 - $84.1 $12.9 Million - $15.4 Million	183,647 New	183,647 $11.7 Million

Others Institutions Holding SLYV

# of Institutions

617

Shares Held

34.8M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Wcg Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History