Personal Cfo Solutions, LLC Spdr S&P 600 Small Cap Value E Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	BUY	$67.14 - $82.32 $25,446 - $31,199	379 Added 9.93%	4,194 $282,000
Q2 2022 Aug 05, 2022	BUY	$70.38 - $84.1 $268,499 - $320,841	3,815 New	3,815 $276,000

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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