Sky Oak Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$35.74 - $66.24 $4.4 Million - $8.15 Million	-122,973 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$58.81 - $66.14 $7.23 Million - $8.13 Million	122,973 New	122,973 $8.08 Million

Others Institutions Holding SLYV

# of Institutions

612

Shares Held

35.2M

Call Options Held

2.8K

Put Options Held

900

Lpl Financial LLC Fort Mill, SC

5.15M
Shares

$379 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.31M
Shares

$170 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.31M
Shares

$96.3 Million
0.22% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

942K
Shares

$69.4 Million
12.68% of portfolio
Cerity Partners LLC New York, NY

935K
Shares

$68.8 Million
0.15% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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