Institute For Wealth Management, Llc. Spdr S&P 600 Small Cap Value E Put Options Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SLYV

# of Institutions

625

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.31M
Shares

$467 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.18M
Shares

$191 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.22% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

953K
Shares

$83.8 Million
12.0% of portfolio
Goelzer Investment Management, Inc.

879K
Shares

$77.3 Million
4.28% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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