Wealth Plan Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 8,592 shares of SLYV stock, worth $730,062. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,592
Previous 7,215 19.09%
Holding current value
$730,062
Previous $599 Million 12.4%
% of portfolio
0.07%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$76.01 - $82.53 $104,665 - $113,643
1,377 Added 19.09%
8,592 $673 Million
Q1 2024

May 07, 2024
BUY
$77.43 - $82.98 $321,102 - $344,118
4,147 Added 135.17%
7,215 $599 Million
Q4 2023

Jan 05, 2024
BUY
$66.67 - $84.55 $17,867 - $22,659
268 Added 9.57%
3,068 $256 Million
Q3 2023

Nov 01, 2023
SELL
$71.19 - $81.84 $3,773 - $4,337
-53 Reduced 1.86%
2,800 $203 Million
Q2 2023

Jul 31, 2023
BUY
$71.23 - $78.02 $18,662 - $20,441
262 Added 10.11%
2,853 $220 Million
Q1 2023

May 10, 2023
SELL
$72.3 - $86.64 $25,377 - $30,410
-351 Reduced 11.93%
2,591 $197 Million
Q4 2022

Feb 16, 2023
SELL
$68.86 - $79.8 $30,160 - $34,952
-438 Reduced 12.96%
2,942 $246 Million
Q1 2022

May 03, 2022
BUY
$78.85 - $87.08 $6,702 - $7,401
85 Added 2.58%
3,380 $264,000
Q4 2021

Feb 01, 2022
BUY
$80.48 - $90.28 $49,495 - $55,522
615 Added 22.95%
3,295 $267,000
Q3 2021

Dec 09, 2021
BUY
$78.25 - $86.49 $11,111 - $12,281
142 Added 5.59%
2,680 $0
Q1 2021

May 11, 2021
BUY
$65.44 - $87.88 $166,086 - $223,039
2,538 New
2,538 $216,000
Q1 2020

May 15, 2020
SELL
$35.74 - $66.24 $402,825 - $746,591
-11,271 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$58.81 - $66.14 $5.42 Million - $6.1 Million
-92,229 Reduced 89.11%
11,271 $719,000
Q3 2019

Nov 15, 2019
SELL
$60.53 - $63.24 $73,180 - $76,457
-1,209 Reduced 1.15%
103,500 $6.61 Million
Q2 2019

Aug 19, 2019
BUY
N/A
1,675 Added 1.63%
104,709 $6.17 Million
Q1 2019

May 16, 2019
BUY
N/A
6,892 Added 7.17%
103,034 $6.28 Million
Q4 2018

Feb 20, 2019
BUY
N/A
31,491 Added 48.71%
96,142 $6.07 Million
Q3 2018

Nov 21, 2018
BUY
N/A
64,651 New
64,651 $3.89 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
  • Ticker SLYV
  • Sector ETFs
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More about SLYV
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