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Future Financial Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Future Financial Wealth 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
2025
Q4 		– Sell
-170
Closed -$15.1K – 383
2025
Q3 		$15.1K Hold
170
– – 0.01% 353
2025
Q2 		$13.6K Hold
170
– – 0.01% 353
2025
Q1 		$13.3K Hold
170
– – 0.01% 349
2024
Q4 		$14.8K Hold
170
– – 0.01% 345
2024
Q3 		$14.8K Buy
+170
New +$14.2K 0.01% 359
2024
Q2 		– Sell
-170
Closed -$14.1K – 405
2024
Q1 		$14.1K Buy
+170
New +$13.6K 0.01% 379
2022
Q2 		– Sell
-230
Closed -$19K – 417
2022
Q1 		$19K Hold
230
– – 0.02% 374
2021
Q4 		$20K Buy
+230
New +$19.6K 0.02% 376

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Future Financial Wealth Management's SLYV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 170 shares — an estimated $15.1K sold.

Future Financial Wealth Management first reported a position in SLYV in Q4 2021 and held it in 8 quarters. The position peaked at $20K in Q4 2021. 586 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • Future Financial Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 170 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $15.1K.
  • Future Financial Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $20K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.