Shakespeare Wealth Management, LLC SLYG Holdings History
Shakespeare Wealth Management, LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 164,594.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $13.66 Mil. This investment constitutes 3.66% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.44% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2018Q4. And since then Shakespeare Wealth Management, LLC has made 23 purchases of SLYG, at an average price of $70.11, for a total of 200,751.00 shares. In addition, there have been 3 sales at an average price of $63.77 for 36,157.00 shares. Based on historical transaction data and SLYG's current price of $91.10, Shakespeare Wealth Management, LLC's estimated gain on his SLYG holdings is $3.23 Mil, reflecting a 22.93% gain to date.
Shakespeare Wealth Management, LLC SLYG ($91.10) Holding Chart
Shakespeare Wealth Management, LLC SLYG ($91.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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