Balanced Wealth Group LLC Spdr S&P 600 Small Cap Growth Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Balanced Wealth Group LLC holds 116,098 shares of SLYG stock, worth $10.6 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

116,098

Previous 111,227 4.38%

Holding current value

$10.6 Million

Previous $9.93 Billion 10.3%

% of portfolio

4.01%

Previous 4.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$90.99 - $95.91 $443,212 - $467,177	4,871 Added 4.38%	116,098 $11 Billion
Q3 2025 Oct 27, 2025	SELL	$87.69 - $96.0 $173,713 - $190,176	-1,981 Reduced 1.75%	111,227 $9.93 Billion
Q2 2025 Aug 13, 2025	BUY	$72.61 - $88.75 $943,930 - $1.15 Million	13,000 Added 12.97%	113,208 $10.1 Billion
Q1 2025 Apr 15, 2025	SELL	$80.73 - $94.96 $127,714 - $150,226	-1,582 Reduced 1.55%	100,208 $8.32 Billion
Q4 2024 Feb 10, 2025	BUY	$89.9 - $100.66 $603,498 - $675,730	6,713 Added 7.06%	101,790 $9.43 Billion

Q3 2024 Oct 28, 2024	SELL	$85.03 - $94.56 $17.5 Million - $19.5 Million	-206,078 Reduced 68.43%	95,077 $8.73 Billion
Q2 2024 Aug 13, 2024	BUY	$81.25 - $88.21 $767,406 - $833,143	9,445 Added 3.24%	301,155 $7.75 Billion
Q1 2024 May 13, 2024	BUY	$80.09 - $87.23 $21.2 Million - $23.1 Million	265,139 Added 997.85%	291,710 $7.1 Billion
Q4 2023 Feb 06, 2024	BUY	$68.97 - $85.01 $1.83 Million - $2.26 Million	26,571 New	26,571 $2.22 Billion

Others Institutions Holding SLYG

# of Institutions

554

Shares Held

27.8M

Call Options Held

14.1K

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

More about SLYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Spdr S&P 600 Small Cap Growth Transaction History