Johnson & White Wealth Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 13,247 shares of SMLV stock, worth $1.68 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
13,247
Previous 13,102 1.11%
Holding current value
$1.68 Million
Previous $1.63 Million 2.83%
% of portfolio
1.01%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$120.76 - $140.58 $17,510 - $20,384
145 Added 1.11%
13,247 $1.67 Million
Q3 2024

Oct 03, 2024
SELL
$108.3 - $128.14 $27,075 - $32,034
-250 Reduced 1.87%
13,102 $1.63 Million
Q2 2024

Jul 19, 2024
SELL
$103.54 - $113.03 $350,482 - $382,606
-3,385 Reduced 20.22%
13,352 $1.47 Million
Q1 2024

Apr 10, 2024
SELL
$105.26 - $112.11 $93,891 - $100,002
-892 Reduced 5.06%
16,737 $1.88 Million
Q4 2023

Jan 17, 2024
SELL
$93.59 - $114.07 $65,980 - $80,419
-705 Reduced 3.85%
17,629 $1.98 Million
Q3 2023

Oct 12, 2023
SELL
$98.22 - $109.61 $114,131 - $127,366
-1,162 Reduced 5.96%
18,334 $1.81 Million
Q2 2023

Jul 25, 2023
BUY
$97.31 - $107.13 $36,102 - $39,745
371 Added 1.94%
19,496 $2.01 Million
Q1 2023

Apr 17, 2023
BUY
$101.27 - $116.11 $1.71 Million - $1.96 Million
16,849 Added 740.29%
19,125 $2.01 Million
Q4 2022

Jan 18, 2023
SELL
$99.86 - $114.25 $1.85 Million - $2.11 Million
-18,501 Reduced 89.05%
2,276 $435,000
Q3 2022

Nov 14, 2022
BUY
$98.74 - $116.0 $2.05 Million - $2.41 Million
20,777 New
20,777 $2.05 Million

Others Institutions Holding SMLV

# of Institutions
92
Shares Held
862K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
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