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

Freedom Investment Management’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
2026
Q1 		$970K Buy
10,254
+189
+2% +$18.3K 0.29% 36
2025
Q4 		$916K Buy
10,065
+100
+1% +$8.99K 0.27% 36
2025
Q3 		$883K Sell
9,965
-10,606
-52% -$904K 0.23% 48
2025
Q2 		$1.64M Buy
20,571
+338
+2% +$25.6K 0.13% 136
2025
Q1 		$1.59M Sell
20,233
-3,482
-15% -$295K 0.13% 134
2024
Q4 		$2.07M Sell
23,715
-174
-0.7% -$15.5K 0.17% 101
2024
Q3 		$2.07M Sell
23,889
-2,199
-8% -$184K 0.17% 109
2024
Q2 		$2.04M Buy
26,088
+209
+0.8% +$16.6K 0.17% 109
2024
Q1 		$2.15M Sell
25,879
-1,481
-5% -$119K 0.17% 107
2023
Q4 		$2.28M Buy
27,360
+3,255
+14% +$241K 0.19% 96
2023
Q3 		$1.74M Sell
24,105
-644
-3% -$49.8K 0.21% 107
2023
Q2 		$1.91M Buy
24,749
+81
+0.3% +$6.03K 0.21% 101
2023
Q1 		$1.88M Sell
24,668
-1,297
-5% -$103K 0.21% 117
2022
Q4 		$1.93M Sell
25,965
-859
-3% -$64.4K 0.22% 115
2022
Q3 		$1.8M Sell
26,824
-467
-2% -$35.1K 0.21% 114
2022
Q2 		$1.98M Sell
27,291
-2,751
-9% -$215K 0.21% 116
2022
Q1 		$2.5M Sell
30,042
-1,237
-4% -$102K 0.22% 102
2021
Q4 		$2.65M Buy
31,279
+1,613
+5% +$138K 0.19% 130
2021
Q3 		$2.43M Sell
29,666
-2,494
-8% -$205K 0.19% 135
2021
Q2 		$2.76M Sell
32,160
-2,232
-6% -$190K 0.21% 116
2021
Q1 		$2.82M Sell
34,392
-1,856
-5% -$143K 0.22% 103
2020
Q4 		$2.4M Sell
36,248
-1,369
-4% -$81.3K 0.26% 86
2020
Q3 		$1.88M Sell
37,617
-1,623
-4% -$83.3K 0.21% 99
2020
Q2 		$1.93M Sell
39,240
-11,796
-23% -$540K 0.21% 106
2020
Q1 		$3.2M Sell
51,036
-813
-2% -$46K 0.28% 78
2019
Q4 		$3.41M Sell
51,849
-2,077
-4% -$131K 0.3% 72
2019
Q3 		$3.3M Buy
53,926
+943
+2% +$56.5K 0.29% 67
2019
Q2 		$3.21M Sell
52,983
-572
-1% -$34.7K 0.27% 71
2019
Q1 		$3.23M Buy
53,555
+2,166
+4% +$131K 0.26% 78
2018
Q4 		$2.77M Sell
51,389
-5,501
-10% -$334K 0.22% 76
2018
Q3 		$4M Sell
56,890
-2,805
-5% -$194K 0.25% 59
2018
Q2 		$3.99M Sell
59,695
-7,391
-11% -$483K 0.24% 63
2018
Q1 		$4.14M Buy
67,086
+54,684
+441% +$3.44M 0.21% 65
2017
Q4 		$780K Sell
12,402
-1,450
-10% -$92.4K 0.04% 468
2017
Q3 		$875K Buy
13,852
+692
+5% +$41.1K 0.05% 382
2017
Q2 		$785K Sell
13,160
-870
-6% -$51.2K 0.04% 403
2017
Q1 		$828K Buy
14,030
+218
+2% +$12.9K 0.05% 361
2016
Q4 		$822K Buy
13,812
+36
+0.3% +$2.02K 0.05% 308
2016
Q3 		$739K Buy
13,776
+154
+1% +$8.11K 0.05% 339
2016
Q2 		$682K Buy
13,622
+830
+6% +$40.9K 0.05% 327
2016
Q1 		$624K Sell
12,792
-584
-4% -$26K 0.05% 330
2015
Q4 		$621K Sell
13,376
-4,898
-27% -$243K 0.05% 330
2015
Q3 		$314K Buy
18,274
+8,546
+88% +$429K 0.03% 459
2015
Q2 		$516K Buy
9,728
+676
+7% +$36.2K 0.05% 335
2015
Q1 		$485K Sell
9,052
-304
-3% -$15.9K 0.05% 315
2014
Q4 		$495K Sell
9,356
-56
-0.6% -$2.99K 0.06% 289
2014
Q3 		$481K Buy
9,412
+374
+4% +$20.1K 0.08% 247
2014
Q2 		$498K Sell
9,038
-136
-1% -$7.26K 0.08% 234
2014
Q1 		$496K Buy
9,174
+234
+3% +$12.3K 0.11% 191
2013
Q4 		$476K Sell
8,940
-82
-0.9% -$4.2K 0.12% 167
2013
Q3 		$443K Buy
9,022
+338
+4% +$16.1K 0.13% 141
2013
Q2 		$386K Buy
+8,684
New +$382K 0.13% 137

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Freedom Investment Management's SLYV Position: Q1 2026 in Review

Freedom Investment Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.9% in Q1 2026, buying an estimated $18.3K and bringing the position to 10,254 shares worth $970K. The position accounts for 0.29% of the portfolio, ranked #36.

Freedom Investment Management first reported a position in SLYV in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.14M in Q1 2018. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Freedom Investment Management held 10,254 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $970K as of Q1 2026.
  • Freedom Investment Management bought 189 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $18.3K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.29% of Freedom Investment Management's portfolio in Q1 2026, its #36 holding.
  • Freedom Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.14M in Q1 2018.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.