Dean, Jacobson Financial Services, LLC Spdr S&P 600 Small Cap Value E Transaction History

Dean, Jacobson Financial Services, LLC

  • $137 Million
  • Q3 2025

A detailed history of Dean, Jacobson Financial Services, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 276,773 shares of SLYV stock, worth $24.4 Million. This represents 17.89% of its overall portfolio holdings.

Number of Shares
276,773
Holding current value
$24.4 Million
% of portfolio
17.89%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 09, 2025
BUY
$79.39 - $90.39 $22 Million - $25 Million
276,773 New
276,773 $24.5 Million
Q4 2024

Jan 22, 2025
BUY
$84.34 - $95.14 $590,970 - $666,645
7,007 Added 2.45%
293,584 $25.6 Million
Q3 2024

Oct 24, 2024
SELL
$77.23 - $87.97 $160,329 - $182,625
-2,076 Reduced 0.72%
286,577 $24.9 Million
Q2 2024

Aug 09, 2024
BUY
$76.01 - $82.53 $271,127 - $294,384
3,567 Added 1.25%
288,653 $22.6 Million
Q1 2024

Apr 19, 2024
BUY
$77.43 - $82.98 $63,802 - $68,375
824 Added 0.29%
285,086 $23.7 Million
Q4 2023

Feb 07, 2024
BUY
$66.67 - $84.55 $266,013 - $337,354
3,990 Added 1.42%
284,262 $23.7 Million
Q3 2023

Oct 13, 2023
BUY
$71.19 - $81.84 $20 Million - $22.9 Million
280,272 New
280,272 $20.3 Million
Q1 2022

May 02, 2022
SELL
$78.85 - $87.08 $23.6 Million - $26 Million
-299,150 Closed
0 $0
Q4 2021

Feb 16, 2022
SELL
$80.48 - $90.28 $52,553 - $58,952
-653 Reduced 0.22%
299,150 $25.3 Million
Q4 2021

Feb 15, 2022
BUY
$80.48 - $90.28 $24.1 Million - $27.1 Million
299,803 New
299,803 $25.4 Million

Others Institutions Holding SLYV

# of Institutions
635
Shares Held
33.5M
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
Track This Portfolio

Track Dean, Jacobson Financial Services, LLC Portfolio

Follow Dean, Jacobson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dean, Jacobson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dean, Jacobson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email