Ground Swell Capital, LLC Spdr S&P 600 Small Cap Value E Transaction History

Ground Swell Capital, LLC

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$80.48 - $90.28 $611,084 - $685,496	-7,593 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$78.25 - $86.49 $594,152 - $656,718	7,593 New	7,593 $622,000

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$234 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$131 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$120 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$80.5 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$79.7 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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