Element Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History

Element Wealth, LLC

$170 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	N/A	-42,092 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	N/A	42,092 New	42,092 $2.77 Million

Others Institutions Holding SLYV

# of Institutions

561

Shares Held

31.2M

Call Options Held

5.5K

Put Options Held

100

Bank Of America Corp Charlotte, NC

2.49M
Shares

$192 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.37M
Shares

$106 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.33M
Shares

$103 Million
0.25% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.22M
Shares

$94.4 Million
0.03% of portfolio
Cerity Partners LLC New York, NY

840K
Shares

$64.9 Million
0.19% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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