Dougherty Wealth Advisers LLC Spdr S&P 600 Small Cap Value E Transaction History

Dougherty Wealth Advisers LLC

$125 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$80.72 - $89.85 $645 - $718	-8 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$65.44 - $87.88 $523 - $703	8 New	8 $1,000

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

$237 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$133 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$81.5 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$80.7 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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