Kwb Wealth Spdr S&P 600 Small Cap Value E Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Kwb Wealth holds 218,103 shares of SLYV stock, worth $16.1 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
218,103
Previous 232,904
6.35%
Holding current value
$16.1 Million
Previous $20.3 Million
16.16%
% of portfolio
2.17%
Previous 2.58%
Shares
18 transactions
Others Institutions Holding SLYV
# of Institutions
639Shares Held
31.5MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$197 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$112 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$96 Million0.24% of portfolio
-
Cerity Partners LLC New York, NY935KShares$68.8 Million0.15% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$67.9 Million13.81% of portfolio