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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 – 432
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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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