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

MTM 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	$10.4K	Sell	95 -100	-51%	-$10.3K	﹤0.01%	521
2026 Q1	$18.4K	Hold	195	–	–	0.01%	444
2025 Q4	$17.7K	Hold	195	–	–	0.01%	459
2025 Q3	$17.3K	Hold	195	–	–	0.01%	473
2025 Q2	$15.6K	Hold	195	–	–	0.01%	487
2025 Q1	$15.3K	Hold	195	–	–	0.01%	246
2024 Q4	$17K	Hold	195	–	–	0.01%	238
2024 Q3	$16.7K	Hold	195	–	–	0.01%	244
2024 Q2	$15.3K	Sell	195 -15	-7%	-$1.19K	0.01%	239
2024 Q1	$17.4K	Hold	210	–	–	0.01%	247
2023 Q4	$17.5K	Hold	210	–	–	0.01%	233
2023 Q3	$15.2K	Hold	210	–	–	0.01%	226
2023 Q2	$16.2K	Hold	210	–	–	0.01%	235
2023 Q1	$16K	Hold	210	–	–	0.01%	236
2022 Q4	$15.6K	Hold	210	–	–	0.01%	237
2022 Q3	$14K	Hold	210	–	–	0.01%	233
2022 Q2	$15K	Buy	+210	New	+$16.4K	0.01%	239

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

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

MTM Investment Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 51% in Q2 2026, selling an estimated $10.3K and leaving 95 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

MTM Investment Management first reported a position in SLYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.4K in Q1 2026. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

MTM Investment Management held 95 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $10.4K as of Q2 2026.
MTM Investment Management sold 100 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $10.3K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #521 holding.
MTM Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
MTM Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $18.4K in Q1 2026.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.