Lauer Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History

Lauer Wealth, LLC

$129 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$76.01 - $82.53 $1.61 Million - $1.74 Million	-21,142 Reduced 85.19%	3,676 $298 Million
Q1 2024 Apr 16, 2024	SELL	$77.43 - $82.98 $744,799 - $798,184	-9,619 Reduced 27.93%	24,818 $1.96 Billion
Q4 2023 Jan 29, 2024	BUY	$66.67 - $84.55 $149,540 - $189,645	2,243 Added 6.97%	34,437 $2.78 Billion
Q3 2023 Oct 17, 2023	BUY	$71.19 - $81.84 $52,822 - $60,725	742 Added 2.36%	32,194 $2.28 Billion
Q2 2023 Aug 03, 2023	BUY	$71.23 - $78.02 $325,022 - $356,005	4,563 Added 16.97%	31,452 $2.53 Billion
Q1 2023 May 12, 2023	BUY	$72.3 - $86.64 $1.94 Million - $2.33 Million	26,889 New	26,889 $2.01 Billion

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

$235 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$132 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 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$80.2 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.