Wellspring Financial Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$67.79 - $84.74 $343,898 - $429,886	-5,073 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$79.77 - $93.68 $332,162 - $390,083	-4,164 Reduced 45.08%	5,073 $425,000
Q4 2021 Jan 03, 2022	SELL	$87.48 - $96.13 $104,363 - $114,683	-1,193 Reduced 11.44%	9,237 $857,000
Q3 2021 Nov 12, 2021	SELL	$83.59 - $91.68 $98,636 - $108,182	-1,180 Reduced 10.16%	10,430 $909,000
Q2 2021 Aug 13, 2021	BUY	$82.26 - $89.48 $511,081 - $555,939	6,213 Added 115.12%	11,610 $1.03 Million
Q1 2021 May 17, 2021	SELL	$75.75 - $89.99 $1.12 Million - $1.33 Million	-14,832 Reduced 73.32%	5,397 $249,000
Q4 2020 Feb 16, 2021	BUY	$59.86 - $77.16 $178,083 - $229,551	2,975 Added 17.24%	20,229 $1.55 Million
Q3 2020 Nov 13, 2020	BUY	$55.29 - $63.27 $248,362 - $284,208	4,492 Added 35.2%	17,254 $1.02 Million
Q2 2020 Aug 14, 2020	BUY	$42.16 - $60.6 $310,508 - $446,319	7,365 Added 136.46%	12,762 $725,000
Q1 2020 May 14, 2020	BUY	$39.85 - $66.69 $215,070 - $359,925	5,397 New	5,397 $249,000

Others Institutions Holding SLYG

# of Institutions

496

Shares Held

26.7M

Call Options Held

0

Put Options Held

0

About SPDR S&P 600 SMALL CAP GROWTH

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