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 $6.09 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

70,832

Previous 39,008 81.58%

Holding current value

$6.09 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

518

Shares Held

29.5M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

More about SLYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Account

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