WALLER FINANCIAL PLANNING GROUP, INC SLYV Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 60,043.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $4.79 Mil. This investment constitutes 1.16% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.13% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 14 purchases of SLYV, at an average price of $63.17, for a total of 156,159.00 shares. In addition, there have been 12 sales at an average price of $64.62 for 96,116.00 shares. Based on historical transaction data and SLYV's current price of $82.06, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SLYV holdings is $1.27 Mil, reflecting a 12.90% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SLYV ($82.06) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC SLYV ($82.06) 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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