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

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Balance Wealth, LLC holds 25,055 shares of SLYV stock, worth $2.21 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
25,055
Previous 38,591 35.08%
Holding current value
$2.21 Million
Previous $3.42 Billion 33.38%
% of portfolio
0.73%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$84.91 - $90.88 $1.15 Million - $1.23 Million
-13,536 Reduced 35.08%
25,055 $2.28 Billion
Q3 2025

Oct 20, 2025
BUY
$79.39 - $90.39 $3.06 Million - $3.49 Million
38,591 New
38,591 $3.42 Billion

Others Institutions Holding SLYV

# of Institutions
640
Shares Held
33.2M
Call Options Held
0
Put Options Held
0
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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