Valeo Financial Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,019 shares of SLYV stock, worth $354,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,019
Previous 4,001 0.45%
Holding current value
$354,958
Previous $319,000 11.6%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$79.39 - $90.39 $1,429 - $1,627
18 Added 0.45%
4,019 $356,000
Q1 2025

Apr 30, 2025
BUY
$77.33 - $90.16 $6,341 - $7,393
82 Added 2.09%
4,001 $313,000
Q4 2024

Jan 30, 2025
BUY
$84.34 - $95.14 $57,013 - $64,314
676 Added 20.84%
3,919 $341,000
Q2 2024

Jul 10, 2024
SELL
$76.01 - $82.53 $110,518 - $119,998
-1,454 Reduced 30.96%
3,243 $253,000
Q1 2024

Apr 25, 2024
BUY
$77.43 - $82.98 $1,703 - $1,825
22 Added 0.47%
4,697 $389,000
Q1 2024

Apr 19, 2024
BUY
$77.43 - $82.98 $112,118 - $120,155
1,448 Added 44.87%
4,675 $387,000
Q3 2023

Oct 19, 2023
SELL
$71.19 - $81.84 $1,210 - $1,391
-17 Reduced 0.52%
3,227 $233,000
Q2 2023

Jul 14, 2023
BUY
$71.23 - $78.02 $1,210 - $1,326
17 Added 0.53%
3,244 $250,000
Q1 2023

Apr 17, 2023
SELL
$72.3 - $86.64 $2,675 - $3,205
-37 Reduced 1.13%
3,227 $245,000
Q4 2022

Feb 09, 2023
BUY
$68.86 - $79.8 $2,341 - $2,713
34 Added 1.05%
3,264 $242,000
Q4 2021

Jan 07, 2022
SELL
$80.48 - $90.28 $2,414 - $2,708
-30 Reduced 0.92%
3,230 $274,000
Q3 2021

Nov 02, 2021
BUY
$78.25 - $86.49 $2,895 - $3,200
37 Added 1.15%
3,260 $267,000
Q2 2021

Jul 22, 2021
SELL
$80.72 - $89.85 $3,793 - $4,222
-47 Reduced 1.44%
3,223 $276,000
Q4 2020

Feb 11, 2021
SELL
$50.84 - $66.37 $2,694 - $3,517
-53 Reduced 1.59%
3,270 $216,000
Q2 2020

Jul 20, 2020
BUY
$37.01 - $56.66 $118,765 - $181,821
3,209 Added 2814.91%
3,323 $163,000
Q1 2020

Apr 13, 2020
BUY
$35.74 - $66.24 $1,429 - $2,649
40 Added 54.05%
114 $5,000
Q4 2019

Jan 24, 2020
SELL
$58.81 - $66.14 $882 - $992
-15 Reduced 16.85%
74 $5,000
Q3 2019

Oct 15, 2019
SELL
$60.53 - $63.24 $2,118 - $2,213
-35 Reduced 28.23%
89 $5,000
Q1 2019

Apr 12, 2019
BUY
N/A
80 Added 181.82%
124 $7,000
Q3 2018

Nov 01, 2018
BUY
N/A
1 Added 2.33%
44 $3,000
Q2 2018

Aug 14, 2018
BUY
N/A
20 Added 86.96%
43 $3,000
Q1 2018

Apr 12, 2018
SELL
N/A
-23 Reduced 50.0%
23 $3,000
Q4 2017

Feb 09, 2018
BUY
N/A
46
46 $6,000

Others Institutions Holding SLYV

# of Institutions
635
Shares Held
33.5M
Call Options Held
0
Put Options Held
0
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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