Wrenne Financial Planning LLC Spdr S&P 600 Small Cap Value E Transaction History

Wrenne Financial Planning LLC

$214 Billion
Q2 2025

A detailed history of Wrenne Financial Planning LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 181,275 shares of SLYV stock, worth $14.8 Million. This represents 6.76% of its overall portfolio holdings.

Number of Shares

181,275

Previous 191,798 5.49%

Holding current value

$14.8 Million

Previous $15 Billion 3.85%

% of portfolio

6.76%

Previous 7.99%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$67.03 - $80.35 $705,356 - $845,523	-10,523 Reduced 5.49%	181,275 $14.5 Billion
Q1 2025 May 13, 2025	BUY	$77.33 - $90.16 $1.16 Million - $1.36 Million	15,042 Added 8.51%	191,798 $15 Billion
Q4 2024 Feb 10, 2025	BUY	$84.34 - $95.14 $1 Million - $1.13 Million	11,903 Added 7.22%	176,756 $15.4 Billion
Q3 2024 Nov 12, 2024	BUY	$77.23 - $87.97 $1.1 Million - $1.25 Million	14,264 Added 9.47%	164,853 $14.3 Billion
Q2 2024 Aug 07, 2024	BUY	$76.01 - $82.53 $613,476 - $666,099	8,071 Added 5.66%	150,589 $11.8 Billion
Q1 2024 May 13, 2024	BUY	$77.43 - $82.98 $11 Million - $11.8 Million	142,518 New	142,518 $11.8 Billion
Q4 2023 Jul 11, 2024	SELL	$66.67 - $84.55 $747,437 - $947,890	-11,211 Reduced 7.87%	131,307 $10.9 Billion

Others Institutions Holding SLYV

# of Institutions

611

Shares Held

44.7M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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Wrenne Financial Planning LLC Spdr S&P 600 Small Cap Value E Transaction History