Portside Wealth Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,561 shares of SLYV stock, worth $467,799. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,561
Previous 6,038 8.66%
Holding current value
$467,799
Previous $527 Million 2.36%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Apr 14, 2025
BUY
$77.33 - $90.16 $40,443 - $47,153
523 Added 8.66%
6,561 $514 Million
Q1 2025

Apr 10, 2025
BUY
$77.33 - $90.16 $48,021 - $55,989
621 Added 11.46%
6,038 $527 Million
Q4 2024

Jan 15, 2025
SELL
$84.34 - $95.14 $674 - $761
-8 Reduced 0.15%
5,417 $470 Million
Q3 2024

Oct 31, 2024
SELL
$77.23 - $87.97 $1,544 - $1,759
-20 Reduced 0.37%
5,425 $471 Million
Q2 2024

Jul 18, 2024
SELL
$76.01 - $82.53 $1.69 Million - $1.83 Million
-22,210 Reduced 80.31%
5,445 $426 Million
Q1 2024

Apr 17, 2024
BUY
$77.43 - $82.98 $164,538 - $176,332
2,125 Added 8.32%
27,655 $2.29 Billion
Q4 2023

Jan 16, 2024
BUY
$66.67 - $84.55 $118,072 - $149,738
1,771 Added 7.45%
25,530 $2.13 Billion
Q3 2023

Oct 27, 2023
BUY
$71.19 - $81.84 $55,955 - $64,326
786 Added 3.42%
23,759 $1.72 Billion
Q2 2023

Sep 01, 2023
SELL
$71.23 - $78.02 $72 Million - $78.9 Million
-1,010,992 Reduced 97.78%
22,973 $1.77 Billion
Q2 2023

Aug 01, 2023
BUY
$71.23 - $78.02 $73.6 Million - $80.7 Million
1,033,965 New
1,033,965 $79.8 Million

Others Institutions Holding SLYV

# of Institutions
632
Shares Held
31.6M
Call Options Held
6.4K
Put Options Held
600
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
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