Vestwell Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Vestwell Advisors, LLC

$222 Billion
Q2 2025

A detailed history of Vestwell Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Vestwell Advisors, LLC holds 305 shares of SLYV stock, worth $27,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Holding current value

$27,148

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 29, 2025	BUY	$67.03 - $80.35 $20,444 - $24,506	305 New	305 $305,000

Others Institutions Holding SLYV

# of Institutions

612

Shares Held

33.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.31M
Shares

$473 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.18M
Shares

$194 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$122 Million
0.22% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

953K
Shares

$84.8 Million
12.0% of portfolio
Goelzer Investment Management, Inc.

886K
Shares

$78.8 Million
4.01% of portfolio

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

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Vestwell Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History