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

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 08, 2019	SELL	N/A	-16,789 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	818 Added 5.12%	16,789 $1.01 Million
Q4 2018 Feb 13, 2019	BUY	N/A	15,971 New	15,971 $860,000

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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