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Beacon Pointe Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Beacon Pointe Advisors’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
11,341
+1,497
+15% +$148K 0.01% 962
2025
Q4 		$927K Buy
9,844
+240
+2% +$22.7K 0.01% 861
2025
Q3 		$906K Buy
9,604
+2,827
+42% +$260K 0.01% 794
2025
Q2 		$601K Buy
6,777
+716
+12% +$59.9K 0.01% 835
2025
Q1 		$503K Sell
6,061
-72
-1% -$6.43K 0.01% 846
2024
Q4 		$554K Buy
6,133
+644
+12% +$60.9K 0.01% 801
2024
Q3 		$511K Sell
5,489
-407
-7% -$36.7K 0.01% 846
2024
Q2 		$506K Sell
5,896
-1,083
-16% -$92.5K 0.01% 862
2024
Q1 		$609K Buy
6,979
+640
+10% +$53.4K 0.01% 843
2023
Q4 		$530K Sell
6,339
-526
-8% -$39.5K 0.01% 880
2023
Q3 		$503K Buy
6,865
+1,291
+23% +$99.5K 0.01% 873
2023
Q2 		$429K Sell
5,574
-985
-15% -$72K 0.01% 762
2023
Q1 		$484K Buy
6,559
+6
+0.1% +$453 0.01% 769
2022
Q4 		$473K Sell
6,553
-673
-9% -$49.5K 0.01% 706
2022
Q3 		$493K Sell
7,226
-3,547
-33% -$266K 0.01% 642
2022
Q2 		$760K Sell
10,773
-17,469
-62% -$1.33M 0.02% 536
2022
Q1 		$2.37M Buy
28,242
+10,356
+58% +$874K 0.03% 413
2021
Q4 		$1.66M Sell
17,886
-3,222
-15% -$294K 0.04% 281
2021
Q3 		$1.84M Sell
21,108
-15,376
-42% -$1.36M 0.05% 294
2021
Q2 		$3.24M Buy
36,484
+3,352
+10% +$292K 0.11% 166
2021
Q1 		$2.84M Buy
33,132
+7,766
+31% +$660K 0.17% 106
2020
Q4 		$1.94M Sell
25,366
-4,704
-16% -$321K 0.13% 132
2020
Q3 		$1.77M Buy
30,070
+1,627
+6% +$97.2K 0.17% 116
2020
Q2 		$1.62M Buy
28,443
+12,174
+75% +$634K 0.16% 121
2020
Q1 		$752K Buy
16,269
+2,750
+20% +$162K 0.12% 145
2019
Q4 		$872K Buy
13,519
+2,478
+22% +$153K 0.27% 84
2019
Q3 		$658K Buy
11,041
+200
+2% +$12.1K 0.28% 85
2019
Q2 		$660K Buy
10,841
+2,099
+24% +$126K 0.24% 102
2019
Q1 		$522K Buy
+8,742
New +$517K 0.2% 111

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Beacon Pointe Advisors's SLYG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 15% in Q1 2026, buying an estimated $148K and bringing the position to 11,341 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #962.

Beacon Pointe Advisors first reported a position in SLYG in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.24M in Q2 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Beacon Pointe Advisors held 11,341 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,497 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $148K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #962 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.24M in Q2 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.