Stone X Group Inc. Spdr S&P 600 Small Cap Value E Transaction History

Stone X Group Inc.

$2.06 Trillion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 13, 2025	SELL	$71.19 - $81.84 $6,976 - $8,020	-98 Reduced 2.02%	4,746 $343 Million
Q2 2023 Aug 13, 2025	BUY	$71.23 - $78.02 $345,038 - $377,928	4,844 New	4,844 $374 Million
Q1 2023 Aug 13, 2025	SELL	$72.3 - $86.64 $42,223 - $50,597	-584 Reduced 11.19%	4,634 $353 Million
Q4 2022 Aug 13, 2025	SELL	$68.86 - $79.8 $1.14 Million - $1.33 Million	-16,606 Reduced 76.09%	5,218 $387 Million
Q3 2022 Aug 13, 2025	BUY	$67.14 - $82.32 $1.47 Million - $1.8 Million	21,824 New	21,824 $1.47 Billion
Q2 2022 Aug 13, 2025	SELL	$70.38 - $84.1 $77,277 - $92,341	-1,098 Reduced 4.94%	21,151 $1.53 Billion
Q1 2022 Aug 13, 2025	BUY	$78.85 - $87.08 $1.75 Million - $1.94 Million	22,249 New	22,249 $1.85 Billion
Q1 2022 May 11, 2022	SELL	$78.85 - $87.08 $1.66 Million - $1.84 Million	-21,088 Closed	0 $0
Q4 2021 Aug 13, 2025	BUY	$80.48 - $90.28 $1.7 Million - $1.9 Million	21,088 New	21,088 $1.79 Million
Q4 2021 Feb 10, 2022	BUY	$80.48 - $90.28 $616,637 - $691,725	7,662 Added 57.07%	21,088 $1.79 Million
Q3 2021 Oct 20, 2021	BUY	$78.25 - $86.49 $249,930 - $276,249	3,194 Added 31.22%	13,426 $1.1 Million
Q2 2021 Aug 06, 2021	BUY	$80.72 - $89.85 $206,966 - $230,375	2,564 Added 33.44%	10,232 $877,000
Q1 2021 Jun 23, 2021	BUY	$65.44 - $87.88 $501,793 - $673,863	7,668 New	7,668 $0

Others Institutions Holding SLYV

# of Institutions

615

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.31M
Shares

$467 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.18M
Shares

$191 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.22% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

953K
Shares

$83.8 Million
12.0% of portfolio
Goelzer Investment Management, Inc.

879K
Shares

$77.3 Million
4.28% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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