Dakota Wealth Management Spdr S&P 600 Small Cap Value E Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Dakota Wealth Management holds 37,578 shares of SLYV stock, worth $3.3 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
37,578
Previous 43,125
12.86%
Holding current value
$3.3 Million
Previous $3.38 Million
11.36%
% of portfolio
0.06%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SLYV
# of Institutions
617Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 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$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio