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

FWL 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 Q2	$1.85K	Hold	17	–	–	﹤0.01%	420
2026 Q1	$1.61K	Hold	17	–	–	﹤0.01%	325
2025 Q4	$1.55K	Hold	17	–	–	﹤0.01%	345
2025 Q3	$1.51K	Hold	17	–	–	﹤0.01%	318
2025 Q2	$1.36K	Hold	17	–	–	﹤0.01%	309
2025 Q1	$1.33K	Hold	17	–	–	﹤0.01%	282
2024 Q4	$1.48K	Hold	17	–	–	﹤0.01%	295
2024 Q3	$1.48K	Buy	+17	New	+$1.42K	﹤0.01%	279

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

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

FWL Investment Management's SLYV Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 17 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

FWL Investment Management first reported a position in SLYV in Q3 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

FWL Investment Management held 17 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.85K as of Q2 2026.
FWL Investment Management left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #420 holding.
FWL Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.