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

Veridan Wealth LLC

$290 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$77.33 - $90.16 $160,614 - $187,262	2,077 Added 13.37%	17,609 $1.38 Billion
Q4 2024 Feb 05, 2025	BUY	$84.34 - $95.14 $1.31 Million - $1.48 Million	15,532 New	15,532 $1.35 Billion

Others Institutions Holding SLYV

# of Institutions

635

Shares Held

33.5M

Call Options Held

0

Put Options Held

0

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

About SPDR S&P 600 SMALL CAP VALUE E

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