Blue Sky Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$35.74 - $66.24 $2.41 Million - $4.46 Million	-67,347 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$58.81 - $66.14 $160,257 - $180,231	2,725 Added 4.22%	67,347 $4.37 Million
Q3 2019 Oct 15, 2019	BUY	$60.53 - $63.24 $729,689 - $762,358	12,055 Added 22.93%	64,622 $3.81 Million
Q2 2019 Aug 05, 2019	BUY	N/A	11,373 Added 27.61%	52,567 $3.19 Million
Q1 2019 May 08, 2019	SELL	N/A	-2,384 Reduced 5.47%	41,194 $2.53 Million
Q4 2018 Feb 01, 2019	BUY	N/A	23,911 Added 121.58%	43,578 $2.55 Million
Q3 2018 Oct 11, 2018	BUY	N/A	270 Added 1.39%	19,667 $1.3 Million
Q2 2018 Jul 17, 2018	BUY	N/A	9,417 Added 94.36%	19,397 $1.3 Million
Q1 2018 Apr 24, 2018	BUY	N/A	1,809 Added 22.14%	9,980 $1.23 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-148 Reduced 1.78%	8,171 $1.03 Million
Q3 2017 Oct 12, 2017	BUY	N/A	8,319	8,319 $1.05 Million

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

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

1.5M
Shares

$135 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$124 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$83 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$82.3 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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