Wealth Plan Partners, LLC Spdr S&P 600 Small Cap Growth Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,656 shares of SLYG stock, worth $243,395. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,656

Previous 2,586 2.71%

Holding current value

$243,395

Previous $229,000 9.17%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$87.69 - $96.0 $6,138 - $6,720	70 Added 2.71%	2,656 $250,000
Q2 2025 Jul 28, 2025	SELL	$72.61 - $88.75 $85,607 - $104,636	-1,179 Reduced 31.31%	2,586 $229,000
Q1 2025 May 09, 2025	SELL	$80.73 - $94.96 $64,261 - $75,588	-796 Reduced 17.45%	3,765 $312 Million
Q4 2024 Jan 30, 2025	BUY	$89.9 - $100.66 $8,180 - $9,160	91 Added 2.04%	4,561 $412 Million
Q3 2024 Nov 05, 2024	SELL	$85.03 - $94.56 $127,630 - $141,934	-1,501 Reduced 25.14%	4,470 $416 Million

Q2 2024 Aug 09, 2024	BUY	$81.25 - $88.21 $151,775 - $164,776	1,868 Added 45.53%	5,971 $513 Million
Q1 2024 May 07, 2024	BUY	$80.09 - $87.23 $328,609 - $357,904	4,103 New	4,103 $358 Million
Q2 2023 Jul 31, 2023	SELL	$69.81 - $77.05 $558 - $616	-8 Reduced 47.06%	9 $693,000
Q1 2023 May 10, 2023	BUY	$70.74 - $80.39 $1,202 - $1,366	17 New	17 $1.25 Million

Others Institutions Holding SLYG

# of Institutions

556

Shares Held

28M

Call Options Held

14.1K

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
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Wealth Plan Partners, LLC Spdr S&P 600 Small Cap Growth Transaction History