SLYV — SPDR SERIES TRUST S&P 600 SMCP VAL

Ownership history in Financial Freedom, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Financial Freedom, LLC reported a position in SPDR SERIES TRUST S&P 600 SMCP VAL (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2023 Q1)
Avg. % of fund
0.05%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,039 — 0% 0.05% $92K $88.09
2025 Q2 UNCHANGED 1,039 — 0% 0.04% $83K $78.85
2025 Q1 UNCHANGED 1,039 — 0% 0.05% $81K $77.07
2024 Q4 UNCHANGED 1,039 — 0% 0.05% $91K $85.39
2024 Q3 UNCHANGED 1,039 — 0% 0.05% $90K $84.31
2024 Q2 UNCHANGED 1,039 — 0% 0.05% $81K $75.65
2024 Q1 UNCHANGED 1,039 — 0% 0.05% $86K $79.62
2023 Q4 UNCHANGED 1,039 — 0% 0.05% $87K $79.59
2023 Q3 UNCHANGED 1,039 — 0% 0.05% $75K $68.62
2023 Q2 UNCHANGED 1,039 — 0% 0.06% $80K $72.81
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLYV price (monthly, adj. close)

Other funds also holding SLYV

As of 2025 Q4 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 16.45% Cannon Financial Strategists, Inc. 12.67% Wrenne Financial Planning LLC 7.27% CarsonAllaria Wealth Management, Ltd. 3Y 5.52% PURE PORTFOLIOS HOLDINGS LLC 5.19% Capasso Planning Partners LLC 3Y 4.57% BALANCED WEALTH GROUP LLC 4.25% Goelzer Investment Management, Inc. 3Y 7Y 3.71% Blue Barn Wealth, LLC 3Y 3.33% Sankala Group LLC 3.28%
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