Regentatlantic Capital LLC Spdr S&P 600 Small Cap Value E Transaction History

Regentatlantic Capital LLC

$3.34 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$80.72 - $89.85 $707,349 - $787,355	-8,763 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$65.44 - $87.88 $573,450 - $770,092	8,763 New	8,763 $718,000

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

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