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

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

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 146,361 shares of SLYV stock, worth $13.6 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
146,361
Previous 155,134 5.66%
Holding current value
$13.6 Million
Previous $12.1 Million 4.59%
% of portfolio
0.86%
Previous 0.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
590
Shares Held
31.2M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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