My Personal Cfo, LLC Spdr S&P 600 Small Cap Value E Transaction History

My Personal Cfo, LLC

$172 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$68.86 - $79.8 $68 - $79	1 New	1 $0
Q1 2022 May 12, 2022	SELL	$78.85 - $87.08 $199,332 - $220,138	-2,528 Closed	0 $0
Q4 2021 Apr 29, 2022	BUY	$80.48 - $90.28 $203,453 - $228,227	2,528 New	2,528 $214,000

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

$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

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