Keeler & Nadler Financial Planning & Wealth Management Spdr S&P 600 Small Cap ETF Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$205 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Oct 03, 2024	SELL	N/A	-26,086 Closed	0 $0
Q4 2022 Oct 03, 2024	BUY	$80.75 - $88.73 $89,067 - $97,869	1,103 Added 4.42%	26,086 $2.14 Billion
Q4 2021 Oct 03, 2024	BUY	N/A	24,983 New	24,983 $2.48 Billion

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

View Full List

About SPDR S&P 600 SMALL CAP ETF

Ticker SLY
Sector ETFs
Industry ETFs

More about SLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Account