Wealthcare Advisory Partners LLC Spdr S&P 600 Small Cap Value E Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$76.01 - $82.53 $97,596 - $105,968	-1,284 Reduced 30.84%	2,880 $225,000
Q1 2024 Apr 15, 2024	SELL	$77.43 - $82.98 $241,891 - $259,229	-3,124 Reduced 42.86%	4,164 $345,000
Q4 2023 Feb 06, 2024	BUY	$66.67 - $84.55 $12,533 - $15,895	188 Added 2.65%	7,288 $607,000
Q3 2023 Oct 12, 2023	SELL	$71.19 - $81.84 $39,154 - $45,012	-550 Reduced 7.19%	7,100 $513,000
Q2 2023 Jul 17, 2023	BUY	$71.23 - $78.02 $36,469 - $39,946	512 Added 7.17%	7,650 $590,000
Q1 2023 May 04, 2023	SELL	$72.3 - $86.64 $102,955 - $123,375	-1,424 Reduced 16.63%	7,138 $543,000
Q4 2022 Feb 13, 2023	BUY	$68.86 - $79.8 $12,807 - $14,842	186 Added 2.22%	8,562 $635,000
Q3 2022 Nov 14, 2022	BUY	$67.14 - $82.32 $362,623 - $444,610	5,401 Added 181.55%	8,376 $562,000
Q2 2022 Aug 15, 2022	BUY	$70.38 - $84.1 $209,380 - $250,197	2,975 New	2,975 $215,000
Q4 2021 Feb 11, 2022	SELL	$80.48 - $90.28 $1.02 Million - $1.14 Million	-12,673 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$78.25 - $86.49 $18,075 - $19,979	231 Added 1.86%	12,673 $1.04 Million
Q2 2021 Aug 16, 2021	BUY	$80.72 - $89.85 $156,677 - $174,398	1,941 Added 18.48%	12,442 $1.07 Million
Q1 2021 Apr 30, 2021	BUY	$65.44 - $87.88 $43,386 - $58,264	663 Added 6.74%	10,501 $861,000
Q4 2020 Feb 12, 2021	SELL	$50.84 - $66.37 $10,778 - $14,070	-212 Reduced 2.11%	9,838 $651,000
Q3 2020 Oct 29, 2020	BUY	$46.51 - $54.78 $33,719 - $39,715	725 Added 7.77%	10,050 $503,000
Q2 2020 Jul 29, 2020	BUY	$37.01 - $56.66 $279,573 - $428,009	7,554 Added 426.54%	9,325 $458,000
Q1 2020 Apr 29, 2020	BUY	$35.74 - $66.24 $2,930 - $5,431	82 Added 4.85%	1,771 $72,000
Q4 2019 Jan 29, 2020	BUY	$58.81 - $66.14 $99,330 - $111,710	1,689 New	1,689 $111,000

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

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