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Financial Freedom LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Financial Freedom LLC’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,039
Closed -$92.1K – 363
2025
Q3 		$92.1K Hold
1,039
– – 0.05% 141
2025
Q2 		$82.9K Hold
1,039
– – 0.04% 148
2025
Q1 		$81.4K Hold
1,039
– – 0.05% 145
2024
Q4 		$90.6K Hold
1,039
– – 0.05% 135
2024
Q3 		$90.2K Hold
1,039
– – 0.05% 137
2024
Q2 		$81.4K Hold
1,039
– – 0.05% 140
2024
Q1 		$86.2K Hold
1,039
– – 0.05% 134
2023
Q4 		$86.5K Hold
1,039
– – 0.06% 132
2023
Q3 		$75.2K Hold
1,039
– – 0.05% 133
2023
Q2 		$80.2K Hold
1,039
– – 0.06% 128
2023
Q1 		$79.1K Buy
1,039
+4
+0.4% +$318 0.06% 124
2022
Q4 		$76.8K Buy
+1,035
New +$77.6K 0.05% 125

Other funds holding SLYV

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Bank of America
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return