Portside Wealth Group, LLC Spdr S&P 600 Small Cap Value E Transaction History
Portside Wealth Group, LLC
- $726 Billion
- Q3 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,685 shares of SLYV stock, worth $590,419. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,685
Previous 6,440
3.8%
Holding current value
$590,419
Previous $514 Million
15.38%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding SLYV
# of Institutions
633Shares 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