Maia Wealth LLC Spdr S&P 600 Small Cap Value E Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$76.01 - $82.53 $22,194 - $24,098	-292 Reduced 9.23%	2,872 $238 Million
Q4 2023 Feb 13, 2024	BUY	$66.67 - $84.55 $210,943 - $267,516	3,164 New	3,164 $264 Million

Others Institutions Holding SLYV

# of Institutions

592

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$252 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$141 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$129 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$86.8 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$86 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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