A detailed history of Goal Vest Advisory LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Goal Vest Advisory LLC holds 622 shares of SLYV stock, worth $48,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares
622
Previous 1,016 38.78%
Holding current value
$48,584
Previous $88,000 45.45%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025

SELL
$77.33 - $90.16 $30,468 - $35,523
-394 Reduced 38.78%
622 $48,000
Q1 2024

Apr 15, 2024

BUY
$77.43 - $82.98 $78,668 - $84,307
1,016 New
1,016 $84,000
Q2 2022

Jul 06, 2022

SELL
$70.38 - $84.1 $2.62 Million - $3.13 Million
-37,203 Reduced 99.49%
192 $14,000
Q1 2022

May 03, 2022

BUY
$78.85 - $87.08 $2.95 Million - $3.26 Million
37,395 New
37,395 $3.12 Million

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.