Institute For Wealth Management, Llc. Spdr S&P 600 Small Cap Value E Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding SLYV
# of Institutions
623Shares Held
33.3MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
- 
    
      Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
- 
    
      Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio