Bellwether Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Bellwether Advisors, LLC

$507 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$72.3 - $86.64 $0 - $0	0 New	0 $0
Q1 2022 Apr 29, 2022	SELL	$78.85 - $87.08 $2,128 - $2,351	-27 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$80.48 - $90.28 $2,172 - $2,437	27 New	27 $2,000

Others Institutions Holding SLYV

# of Institutions

592

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$252 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$141 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$129 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$86.8 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$86 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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