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

Beacon Pointe Advisors’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
Q1 		$827K Sell
8,746
-306
-3% -$29.6K ﹤0.01% 1072
2025
Q4 		$823K Sell
9,052
-180
-2% -$16.2K 0.01% 898
2025
Q3 		$818K Buy
9,232
+6,008
+186% +$512K 0.01% 841
2025
Q2 		$257K Buy
3,224
+21
+0.7% +$1.59K ﹤0.01% 1101
2025
Q1 		$251K Sell
3,203
-10
-0.3% -$848 ﹤0.01% 1080
2024
Q4 		$280K Buy
3,213
+72
+2% +$6.43K ﹤0.01% 1035
2024
Q3 		$273K Sell
3,141
-14
-0.4% -$1.17K ﹤0.01% 1053
2024
Q2 		$247K Hold
3,155
– – ﹤0.01% 1116
2024
Q1 		$262K Sell
3,155
-357
-10% -$28.6K ﹤0.01% 1156
2023
Q4 		$293K Buy
3,512
+92
+3% +$6.8K ﹤0.01% 1090
2023
Q3 		$248K Sell
3,420
-198
-5% -$15.3K ﹤0.01% 1149
2023
Q2 		$279K Buy
3,618
+120
+3% +$8.93K ﹤0.01% 906
2023
Q1 		$266K Sell
3,498
-49
-1% -$3.89K ﹤0.01% 972
2022
Q4 		$263K Hold
3,547
– – 0.01% 910
2022
Q3 		$237K Hold
3,547
– – 0.01% 872
2022
Q2 		$258K Sell
3,547
-627
-15% -$49K 0.01% 882
2022
Q1 		$348K Buy
4,174
+1,785
+75% +$148K ﹤0.01% 927
2021
Q4 		$202K Sell
2,389
-768
-24% -$65.6K 0.01% 878
2021
Q3 		$259K Sell
3,157
-137
-4% -$11.2K 0.01% 762
2021
Q2 		$282K Buy
3,294
+348
+12% +$29.6K 0.01% 678
2021
Q1 		$243K Buy
+2,946
New +$227K 0.01% 445
2020
Q4 		– Sell
-11,781
Closed -$590K – 521
2020
Q3 		$590K Sell
11,781
-877
-7% -$45K 0.06% 213
2020
Q2 		$620K Sell
12,658
-302
-2% -$13.8K 0.06% 203
2020
Q1 		$529K Sell
12,960
-868
-6% -$49.1K 0.08% 173
2019
Q4 		$908K Sell
13,828
-73
-0.5% -$4.62K 0.28% 78
2019
Q3 		$851K Buy
13,901
+31
+0.2% +$1.86K 0.37% 64
2019
Q2 		$842K Buy
13,870
+3,538
+34% +$214K 0.31% 85
2019
Q1 		$623K Buy
10,332
+3,623
+54% +$218K 0.23% 102
2018
Q4 		$361K Buy
+6,709
New +$407K 0.22% 112

Other funds holding SLYV

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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Beacon Pointe Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 3.4% in Q1 2026, selling an estimated $29.6K and leaving 8,746 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Beacon Pointe Advisors first reported a position in SLYV in Q4 2018 and has held it in 29 quarters since. The position peaked at $908K in Q4 2019. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Beacon Pointe Advisors held 8,746 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $827K as of Q1 2026.
  • Beacon Pointe Advisors sold 306 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $29.6K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1072 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $908K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

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