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

Redwood 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
2025
Q4 		– Sell
-13,062
Closed -$1.16M – 355
2025
Q3 		$1.16M Sell
13,062
-115,976
-90% -$9.88M 0.13% 214
2025
Q2 		$10.3M Sell
129,038
-57,638
-31% -$4.37M 1.09% 14
2025
Q1 		$14.6M Buy
186,676
+28,497
+18% +$2.42M 1.59% 9
2024
Q4 		$13.8M Buy
158,179
+75,457
+91% +$6.74M 1.35% 10
2024
Q3 		$7.16M Buy
82,722
+51,963
+169% +$4.35M 0.64% 19
2024
Q2 		$2.47M Sell
30,759
-469,020
-94% -$37.2M 0.21% 94
2024
Q1 		$41.5M Buy
499,779
+79,803
+19% +$6.4M 3.95% 4
2023
Q4 		$35M Buy
419,976
+159,596
+61% +$11.8M 3.2% 5
2023
Q3 		$18.8M Sell
260,380
-202,979
-44% -$15.7M 1.65% 8
2023
Q2 		$35.8M Buy
463,359
+237,283
+105% +$17.6M 3.69% 3
2023
Q1 		$17.2M Buy
226,076
+100,215
+80% +$7.96M 1.85% 8
2022
Q4 		$9.35M Sell
125,861
-18,286
-13% -$1.37M 1.24% 10
2022
Q3 		$9.68M Sell
144,147
-163,342
-53% -$12.3M 2.03% 10
2022
Q2 		$22.3M Buy
307,489
+28,651
+10% +$2.24M 3.75% 4
2022
Q1 		$23.2M Buy
278,838
+257,668
+1,217% +$21.3M 3.45% 4
2021
Q4 		$1.79M Sell
21,170
-418,180
-95% -$35.7M 0.24% 93
2021
Q3 		$36M Buy
439,350
+82,540
+23% +$6.78M 5.14% 2
2021
Q2 		$30.6M Buy
356,810
+123,668
+53% +$10.5M 5% 2
2021
Q1 		$19.1M Sell
233,142
-67,334
-22% -$5.19M 3.63% 4
2020
Q4 		$19.9M Sell
300,476
-64,720
-18% -$3.85M 3.3% 5
2020
Q3 		$18.3M Buy
365,196
+177,272
+94% +$9.09M 4.54% 3
2020
Q2 		$9.24M Buy
187,924
+155,245
+475% +$7.11M 2.64% 6
2020
Q1 		$1.33M Buy
32,679
+4,921
+18% +$278K 0.85% 12
2019
Q4 		$1.82M Buy
27,758
+18,973
+216% +$1.2M 0.45% 49
2019
Q3 		$538K Sell
8,785
-2,524
-22% -$151K 0.15% 172
2019
Q2 		$686K Sell
11,309
-9,313
-45% -$564K 0.19% 87
2019
Q1 		$1.24M Buy
20,622
+15,625
+313% +$942K 0.53% 53
2018
Q4 		$269K Buy
+4,997
New +$303K 0.2% 53

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 $1.37T 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 $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 $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Redwood Investment Management's SLYV Position: Q4 2025 in Review

Redwood Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2025, closing a stake of 13,062 shares — an estimated $1.16M sold.

Redwood Investment Management first reported a position in SLYV in Q4 2018 and held it in 28 quarters. The position peaked at $41.5M in Q1 2024. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • Redwood Investment 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.
  • Redwood Investment Management sold 13,062 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2025, an estimated $1.16M.
  • Redwood Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 28 quarters.
  • Redwood Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $41.5M in Q1 2024.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.