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

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$35.74 - $66.24 $2,144 - $3,974	-60 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$58.81 - $66.14 $3,528 - $3,968	60 New	60 $3,000

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$241 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$135 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$124 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$82.9 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$82.1 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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