Asset Dedication, LLC Spdr S&P 600 Small Cap Value E Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Asset Dedication, LLC holds 118,833 shares of SLYV stock, worth $9.71 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
118,833
Previous 112,588
5.55%
Holding current value
$9.71 Million
Previous $8.83 Million
7.39%
% of portfolio
0.7%
Previous 0.73%
Shares
32 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$434 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$178 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$112 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$72.4 Million4.01% of portfolio