Householder Group Estate & Retirement Specialist, LLC Spdr S&P 600 Small Cap ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	BUY	$79.99 - $93.53 $349,316 - $408,445	4,367 New	4,367 $367,000
Q3 2022 Oct 11, 2022	BUY	N/A	607 Added 16.15%	4,365 $330,000
Q1 2022 Apr 18, 2022	BUY	N/A	1 Added 0.03%	3,758 $352,000
Q4 2021 Apr 12, 2022	BUY	N/A	3,757 New	3,757 $374,000

Others Institutions Holding SLY

# of Institutions

Shares Held

587K

Call Options Held

Put Options Held

Dixon Hubard Feinour & Brown Inc

167K
Shares

$0
1.59% of portfolio
Eaton Vance Management Boston, MA

140K
Shares

$0
0.02% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

78.9K
Shares

$0
0.26% of portfolio
Mathes Company, Inc.

70.7K
Shares

$0
1.13% of portfolio
55 I, LLC Boston, MA

51.6K
Shares

$0
0.11% of portfolio

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About SPDR S&P 600 SMALL CAP ETF

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