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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Freedom LLC's SLYV Position: Q4 2025 in Review

Financial Freedom LLC sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 1,039 shares — an estimated $92.1K sold.

Financial Freedom LLC first reported a position in SLYV in Q4 2022 and held it in 12 quarters. The position peaked at $92.1K in Q3 2025. 586 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

Financial Freedom LLC reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Financial Freedom LLC sold 1,039 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $92.1K.
Financial Freedom LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 12 quarters.
Financial Freedom LLC's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $92.1K in Q3 2025.
586 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.