Wetzel Investment Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$77.43 - $82.98 $696 - $746	-9 Reduced 26.47%	25 $2,000
Q4 2023 Jan 31, 2024	BUY	$66.67 - $84.55 $2,266 - $2,874	34 New	34 $3,000

Others Institutions Holding SLYV

# of Institutions

580

Shares Held

31.3M

Call Options Held

1K

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.59M
Shares

$241 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$133 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.35M
Shares

$126 Million
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$119 Million
0.03% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$85.6 Million
13.95% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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