Financial Counselors Inc Spdr S&P 600 Small Cap Value E Transaction History

Financial Counselors Inc

$75.2 Billion
Q3 2025

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$77.33 - $90.16 $169,894 - $198,081	-2,197 Reduced 2.89%	73,943 $5.8 Million
Q4 2024 Feb 11, 2025	SELL	$84.34 - $95.14 $26,651 - $30,064	-316 Reduced 0.41%	76,140 $6.64 Million
Q3 2024 Nov 13, 2024	SELL	$77.23 - $87.97 $56,146 - $63,954	-727 Reduced 0.94%	76,456 $6.64 Million
Q2 2024 Aug 01, 2024	BUY	$76.01 - $82.53 $129,217 - $140,301	1,700 Added 2.25%	77,183 $6.04 Million
Q1 2024 May 02, 2024	SELL	$77.43 - $82.98 $48,780 - $52,277	-630 Reduced 0.83%	75,483 $6.26 Million

Q4 2023 Jan 26, 2024	SELL	$66.67 - $84.55 $60.2 Million - $76.4 Million	-903,498 Reduced 92.23%	76,113 $6.34 Million
Q3 2023 Nov 07, 2023	BUY	$71.19 - $81.84 $2.64 Million - $3.03 Million	37,056 Added 3.93%	979,611 $70.9 Million
Q2 2023 Jul 27, 2023	BUY	$71.23 - $78.02 $3.34 Million - $3.66 Million	46,866 Added 5.23%	942,555 $72.8 Million
Q1 2023 May 02, 2023	BUY	$72.3 - $86.64 $2.63 Million - $3.15 Million	36,315 Added 4.23%	895,689 $68.2 Million
Q4 2022 Feb 14, 2023	BUY	$68.86 - $79.8 $833,894 - $966,378	12,110 Added 1.43%	859,374 $63.8 Million
Q3 2022 Nov 01, 2022	BUY	$67.14 - $82.32 $1.16 Million - $1.42 Million	17,245 Added 2.08%	847,264 $56.9 Million
Q2 2022 Aug 02, 2022	BUY	$70.38 - $84.1 $6.34 Million - $7.58 Million	90,090 Added 12.18%	830,019 $60.1 Million
Q1 2022 Apr 28, 2022	BUY	$78.85 - $87.08 $14 Million - $15.5 Million	177,764 Added 31.62%	739,929 $61.7 Million
Q4 2021 Feb 10, 2022	BUY	$80.48 - $90.28 $23,580 - $26,452	293 Added 0.05%	562,165 $47.6 Million
Q3 2021 Oct 26, 2021	BUY	$78.25 - $86.49 $1.95 Million - $2.16 Million	24,955 Added 4.65%	561,872 $46.1 Million
Q2 2021 Aug 03, 2021	BUY	$80.72 - $89.85 $2.33 Million - $2.59 Million	28,853 Added 5.68%	536,917 $46 Million
Q1 2021 Apr 29, 2021	SELL	$65.44 - $87.88 $5.6 Million - $7.52 Million	-85,550 Reduced 14.41%	508,064 $41.7 Million
Q4 2020 Feb 10, 2021	BUY	$50.84 - $66.37 $2.72 Million - $3.55 Million	53,556 Added 9.92%	593,614 $39.3 Million
Q3 2020 Nov 16, 2020	BUY	$46.51 - $54.78 $14.1 Million - $16.6 Million	303,185 Added 127.99%	540,058 $27.1 Million
Q2 2020 Aug 07, 2020	BUY	$37.01 - $56.66 $2.23 Million - $3.42 Million	60,363 Added 34.2%	236,873 $11.6 Million
Q1 2020 Apr 23, 2020	BUY	$35.74 - $66.24 $1.2 Million - $2.22 Million	33,550 Added 23.47%	176,510 $7.21 Million
Q4 2019 Jan 31, 2020	BUY	$58.81 - $66.14 $1.38 Million - $1.56 Million	23,545 Added 19.72%	142,960 $9.39 Million
Q3 2019 Nov 08, 2019	BUY	$60.53 - $63.24 $915,395 - $956,378	15,123 Added 14.5%	119,415 $7.32 Million
Q2 2019 Aug 14, 2019	BUY	N/A	5,107 Added 5.15%	104,292 $6.33 Million
Q1 2019 May 10, 2019	BUY	N/A	8,275 Added 9.1%	99,185 $5.98 Million
Q4 2018 Feb 01, 2019	BUY	N/A	34,426 Added 60.95%	90,910 $4.89 Million
Q3 2018 Oct 30, 2018	BUY	N/A	10,739 Added 23.48%	56,484 $3.86 Million
Q2 2018 Aug 03, 2018	BUY	N/A	23,440 Added 105.09%	45,745 $3.06 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-497 Reduced 2.18%	22,305 $2.75 Million
Q4 2017 Feb 12, 2018	BUY	N/A	3,735 Added 19.59%	22,802 $2.87 Million
Q3 2017 Nov 13, 2017	BUY	N/A	402 Added 2.15%	19,067 $2.41 Million
Q2 2017 Aug 10, 2017	BUY	N/A	18,665	18,665 $2.23 Million

Others Institutions Holding SLYV

# of Institutions

635

Shares Held

33.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.51M
Shares

$487 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.27M
Shares

$201 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.19M
Shares

$106 Million
0.2% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

994K
Shares

$87.8 Million
12.61% of portfolio
Goelzer Investment Management, Inc.

879K
Shares

$77.6 Million
4.28% of portfolio

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