Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Growth Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 70,832 shares of SLYG stock, worth $6.51 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

70,832

Previous 39,008 81.58%

Holding current value

$6.51 Million

Previous $2.86 Million 107.24%

% of portfolio

2.3%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$68.97 - $85.01 $2.19 Million - $2.71 Million	31,824 Added 81.58%	70,832 $5.92 Million
Q3 2023 Oct 23, 2023	BUY	$72.54 - $80.81 $37,938 - $42,263	523 Added 1.36%	39,008 $2.86 Million
Q2 2023 Jul 11, 2023	SELL	$69.81 - $77.05 $31,135 - $34,364	-446 Reduced 1.15%	38,485 $2.96 Million
Q1 2023 Apr 14, 2023	BUY	$70.74 - $80.39 $282 - $321	4 Added 0.01%	38,931 $2.87 Million
Q4 2022 Feb 02, 2023	BUY	$68.91 - $78.35 $225,542 - $256,439	3,273 Added 9.18%	38,927 $2.81 Million
Q3 2022 Oct 18, 2022	SELL	$67.45 - $82.5 $124,917 - $152,790	-1,852 Reduced 4.94%	35,654 $2.43 Million
Q2 2022 Jul 20, 2022	SELL	$67.79 - $84.74 $1.16 Million - $1.45 Million	-17,138 Reduced 31.36%	37,506 $2.64 Million
Q1 2022 May 10, 2022	BUY	$79.77 - $93.68 $4.36 Million - $5.12 Million	54,644 New	54,644 $4.58 Million

Others Institutions Holding SLYG

# of Institutions

496

Shares Held

26.7M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

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Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Growth Transaction History