True Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$68.97 - $85.01 $2,551 - $3,145	37 Added 1.26%	2,966 $248,000
Q3 2023 Nov 07, 2023	SELL	$72.54 - $80.81 $93,721 - $104,406	-1,292 Reduced 30.61%	2,929 $214,000
Q2 2023 Jul 31, 2023	SELL	$69.81 - $77.05 $27,714 - $30,588	-397 Reduced 8.6%	4,221 $324,000
Q1 2023 Apr 19, 2023	BUY	$70.74 - $80.39 $56,167 - $63,829	794 Added 20.76%	4,618 $340,000
Q3 2022 Oct 21, 2022	SELL	$67.45 - $82.5 $12,275 - $15,015	-182 Reduced 4.54%	3,824 $260,000
Q2 2022 Jul 27, 2022	BUY	$67.79 - $84.74 $474 - $593	7 Added 0.18%	4,006 $282,000
Q1 2022 May 05, 2022	SELL	$79.77 - $93.68 $558 - $655	-7 Reduced 0.17%	3,999 $371,000
Q1 2022 May 04, 2022	BUY	$79.77 - $93.68 $558 - $655	7 Added 0.18%	4,006 $310,000
Q4 2021 Feb 02, 2022	SELL	$87.48 - $96.13 $4,111 - $4,518	-47 Reduced 1.16%	3,999 $371,000
Q3 2021 Oct 25, 2021	BUY	$83.59 - $91.68 $835 - $916	10 Added 0.25%	4,046 $352,000
Q2 2021 Jul 23, 2021	SELL	$82.26 - $89.48 $1,316 - $1,431	-16 Reduced 0.39%	4,036 $358,000
Q1 2021 Apr 22, 2021	SELL	$75.75 - $89.99 $36,966 - $43,915	-488 Reduced 10.75%	4,052 $0
Q4 2020 Jan 25, 2021	BUY	$59.86 - $77.16 $271,764 - $350,306	4,540 New	4,540 $370,000

Others Institutions Holding SLYG

# of Institutions

496

Shares Held

26.7M

Call Options Held

0

Put Options Held

0

About SPDR S&P 600 SMALL CAP GROWTH

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