Sja Financial Advisory, LLC Spdr S&P 600 Small Cap Value E Transaction History

Sja Financial Advisory, LLC

$136 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 06, 2020	SELL	$46.51 - $54.78 $203,248 - $239,388	-4,370 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$37.01 - $56.66 $161,733 - $247,604	4,370 New	4,370 $215,000
Q1 2020 May 11, 2020	SELL	$35.74 - $66.24 $134,918 - $250,055	-3,775 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$58.81 - $66.14 $4,175 - $4,695	-71 Reduced 1.85%	3,775 $248,000
Q3 2019 Oct 30, 2019	BUY	$60.53 - $63.24 $13,256 - $13,849	219 Added 6.04%	3,846 $236,000
Q2 2019 Aug 02, 2019	BUY	N/A	16 Added 0.44%	3,627 $220,000
Q1 2019 May 03, 2019	BUY	N/A	3,611 New	3,611 $218,000
Q4 2018 Jan 28, 2019	SELL	N/A	-3,532 Closed	0 $0
Q3 2018 Nov 06, 2018	SELL	N/A	-245 Reduced 6.49%	3,532 $241,000
Q2 2018 Aug 08, 2018	BUY	N/A	1,852 Added 96.21%	3,777 $252,000
Q1 2018 May 11, 2018	SELL	N/A	-20 Reduced 1.03%	1,925 $238,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,945	1,945 $244,000

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$241 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$135 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$124 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$82.9 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$82.1 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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