Topsail Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Topsail Wealth Management, LLC
- $591 Billion
- Q3 2025
A detailed history of Topsail Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 3,933 shares of SLYV stock, worth $347,362. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,933
Previous 3,723
5.64%
Holding current value
$347,362
Previous $297 Million
17.42%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
635Shares Held
33.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio