Ae Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,116 shares of SLYV stock, worth $362,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,116
Previous 4,790 14.07%
Holding current value
$362,454
Previous $375,000 4.8%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$77.23 - $87.97 $52,053 - $59,291
-674 Reduced 14.07%
4,116 $357,000
Q2 2024

Aug 12, 2024
BUY
$76.01 - $82.53 $6,536 - $7,097
86 Added 1.83%
4,790 $375,000
Q1 2024

May 15, 2024
SELL
$77.43 - $82.98 $134,263 - $143,887
-1,734 Reduced 26.93%
4,704 $390,000
Q4 2023

Feb 14, 2024
BUY
$66.67 - $84.55 $63,603 - $80,660
954 Added 17.4%
6,438 $536,000
Q3 2023

Oct 11, 2023
BUY
$71.19 - $81.84 $45,775 - $52,623
643 Added 13.28%
5,484 $396,000
Q2 2023

Jul 10, 2023
SELL
$71.23 - $78.02 $171,877 - $188,262
-2,413 Reduced 33.26%
4,841 $373,000
Q1 2023

Apr 14, 2023
BUY
$72.3 - $86.64 $33,547 - $40,200
464 Added 6.83%
7,254 $552,000
Q4 2022

Jan 31, 2023
BUY
$68.86 - $79.8 $8,056 - $9,336
117 Added 1.75%
6,790 $503,000
Q3 2022

Oct 25, 2022
SELL
$67.14 - $82.32 $234,922 - $288,037
-3,499 Reduced 34.4%
6,673 $448,000
Q2 2022

Aug 03, 2022
BUY
$70.38 - $84.1 $311,853 - $372,647
4,431 Added 77.18%
10,172 $737,000
Q1 2022

Apr 18, 2022
BUY
$78.85 - $87.08 $452,677 - $499,926
5,741 New
5,741 $478,000
Q1 2020

May 07, 2020
SELL
$35.74 - $66.24 $116,155 - $215,279
-3,250 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$58.81 - $66.14 $191,132 - $214,955
3,250 New
3,250 $214,000

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
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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