Gibbs Wealth Management Spdr S&P 600 Small Cap Value E Transaction History

Gibbs Wealth Management

$442 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 04, 2025	SELL	$76.01 - $82.53 $498,853 - $541,644	-6,563 Closed	0 $0
Q1 2024 Nov 04, 2025	BUY	$77.43 - $82.98 $508,173 - $544,597	6,563 New	6,563 $545 Million

Others Institutions Holding SLYV

# of Institutions

632

Shares Held

33.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.51M
Shares

$487 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.27M
Shares

$201 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.19M
Shares

$106 Million
0.2% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

994K
Shares

$87.8 Million
12.61% of portfolio
Goelzer Investment Management, Inc.

879K
Shares

$77.6 Million
4.28% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gibbs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Gibbs Wealth Management with notifications on news.