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

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bip Wealth, LLC holds 108,796 shares of SLYV stock, worth $8.88 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

108,796

Previous 101,832 6.84%

Holding current value

$8.88 Million

Previous $8.84 Billion 7.37%

% of portfolio

0.64%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$84.34 - $95.14 $587,343 - $662,554	6,964 Added 6.84%	108,796 $9.49 Billion
Q3 2024 Nov 07, 2024	BUY	$77.23 - $87.97 $1.1 Million - $1.25 Million	14,212 Added 16.22%	101,832 $8.84 Billion
Q2 2024 Aug 08, 2024	SELL	$76.01 - $82.53 $925,497 - $1 Million	-12,176 Reduced 12.2%	87,620 $6.86 Billion
Q1 2024 May 08, 2024	BUY	$77.43 - $82.98 $193,265 - $207,118	2,496 Added 2.57%	99,796 $8.28 Billion
Q4 2023 Feb 02, 2024	BUY	$66.67 - $84.55 $137,006 - $173,750	2,055 Added 2.16%	97,300 $8.11 Billion
Q3 2023 Nov 09, 2023	SELL	$71.19 - $81.84 $570,445 - $655,783	-8,013 Reduced 7.76%	95,245 $6.89 Billion
Q2 2023 Jul 27, 2023	BUY	$71.23 - $78.02 $1.02 Million - $1.11 Million	14,284 Added 16.05%	103,258 $7.97 Billion
Q1 2023 May 10, 2023	BUY	$72.3 - $86.64 $6.43 Million - $7.71 Million	88,974 New	88,974 $6.77 Billion

Others Institutions Holding SLYV

# of Institutions

631

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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