Carter Financial Group, Inc. Spdr S&P 600 Small Cap Value E Transaction History
Carter Financial Group, Inc.
- $166 Billion
- Q3 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 9,876 shares of SLYV stock, worth $872,248. This represents 0.53% of its overall portfolio holdings.
Number of Shares
9,876
Previous 11,503
14.14%
Holding current value
$872,248
Previous $918 Million
4.58%
% of portfolio
0.53%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding SLYV
# of Institutions
633Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio