Kwb Wealth Spdr S&P 600 Small Cap Value E Transaction History
Kwb Wealth
- $891 Million
- Q4 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 9,968 shares of SLYV stock, worth $880,373. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,968
Previous 126,115
92.1%
Holding current value
$880,373
Previous $11.2 Million
92.13%
% of portfolio
0.1%
Previous 1.27%
Shares
21 transactions
Others Institutions Holding SLYV
# of Institutions
636Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio