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

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,038 shares of SLYV stock, worth $619,766. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,038
Previous 8,592 18.09%
Holding current value
$619,766
Previous $673 Million 9.19%
% of portfolio
0.08%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$77.23 - $87.97 $120,015 - $136,705
-1,554 Reduced 18.09%
7,038 $611 Million
Q2 2024

Aug 09, 2024
BUY
$76.01 - $82.53 $104,665 - $113,643
1,377 Added 19.09%
8,592 $673 Million
Q1 2024

May 07, 2024
BUY
$77.43 - $82.98 $321,102 - $344,118
4,147 Added 135.17%
7,215 $599 Million
Q4 2023

Jan 05, 2024
BUY
$66.67 - $84.55 $17,867 - $22,659
268 Added 9.57%
3,068 $256 Million
Q3 2023

Nov 01, 2023
SELL
$71.19 - $81.84 $3,773 - $4,337
-53 Reduced 1.86%
2,800 $203 Million
Q2 2023

Jul 31, 2023
BUY
$71.23 - $78.02 $18,662 - $20,441
262 Added 10.11%
2,853 $220 Million
Q1 2023

May 10, 2023
SELL
$72.3 - $86.64 $25,377 - $30,410
-351 Reduced 11.93%
2,591 $197 Million
Q4 2022

Feb 16, 2023
SELL
$68.86 - $79.8 $30,160 - $34,952
-438 Reduced 12.96%
2,942 $246 Million
Q1 2022

May 03, 2022
BUY
$78.85 - $87.08 $6,702 - $7,401
85 Added 2.58%
3,380 $264,000
Q4 2021

Feb 01, 2022
BUY
$80.48 - $90.28 $49,495 - $55,522
615 Added 22.95%
3,295 $267,000
Q3 2021

Dec 09, 2021
BUY
$78.25 - $86.49 $11,111 - $12,281
142 Added 5.59%
2,680 $0
Q1 2021

May 11, 2021
BUY
$65.44 - $87.88 $166,086 - $223,039
2,538 New
2,538 $216,000
Q1 2020

May 15, 2020
SELL
$35.74 - $66.24 $402,825 - $746,591
-11,271 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$58.81 - $66.14 $5.42 Million - $6.1 Million
-92,229 Reduced 89.11%
11,271 $719,000
Q3 2019

Nov 15, 2019
SELL
$60.53 - $63.24 $73,180 - $76,457
-1,209 Reduced 1.15%
103,500 $6.61 Million
Q2 2019

Aug 19, 2019
BUY
N/A
1,675 Added 1.63%
104,709 $6.17 Million
Q1 2019

May 16, 2019
BUY
N/A
6,892 Added 7.17%
103,034 $6.28 Million
Q4 2018

Feb 20, 2019
BUY
N/A
31,491 Added 48.71%
96,142 $6.07 Million
Q3 2018

Nov 21, 2018
BUY
N/A
64,651 New
64,651 $3.89 Million

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email