Capital Advisors, Ltd. LLC Spdr S&P 600 Small Cap Value E Transaction History

Capital Advisors, Ltd. LLC

$806 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$35.74 - $66.24 $10,364 - $19,209	-290 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	290 New	290 $16,000

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$127 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$116 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$78.1 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$77.4 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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