Rothschild Investment LLC Spdr S&P 600 Small Cap Value E Transaction History

Rothschild Investment LLC

$1.6 Trillion
Q2 2025

A detailed history of Rothschild Investment LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Rothschild Investment LLC holds 215 shares of SLYV stock, worth $18,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

215

Holding current value

$18,904

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$67.03 - $80.35 $14,411 - $17,275	215 New	215 $17.1 Million

Others Institutions Holding SLYV

# of Institutions

615

Shares Held

33.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.31M
Shares

$467 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.18M
Shares

$191 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.22% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

953K
Shares

$83.8 Million
12.0% of portfolio
Goelzer Investment Management, Inc.

879K
Shares

$77.3 Million
4.28% of portfolio

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Rothschild Investment LLC Spdr S&P 600 Small Cap Value E Transaction History