Carter Financial Group, Inc. Spdr S&P 600 Small Cap Value E Transaction History
Carter Financial Group, Inc.
- $153 Billion
- Q2 2025
A detailed history of Carter Financial Group, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Carter Financial Group, Inc. holds 11,503 shares of SLYV stock, worth $1.02 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
11,503
Previous 72,972
84.24%
Holding current value
$1.02 Million
Previous $6.08 Million
14988.08%
% of portfolio
0.6%
Previous 8.15%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
614Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$469 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$192 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$84.2 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$78.2 Million4.01% of portfolio