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

Beaumont Financial 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 Q2	$207K	Buy	+1,896	New	+$195K	0.01%	364
2023 Q4	–	Sell	-3,144	Closed	-$228K	–	350
2023 Q3	$228K	Sell	3,144 -266	-8%	-$20.6K	0.02%	290
2023 Q2	$263K	Sell	3,410 -160	-4%	-$11.9K	0.02%	283
2023 Q1	$272K	Hold	3,570	–	–	0.03%	263
2022 Q4	$265K	Sell	3,570 -765	-18%	-$57.4K	0.03%	273
2022 Q3	$291K	Buy	+4,335	New	+$326K	0.03%	246
2021 Q2	–	Sell	-5,253	Closed	-$430K	–	377
2021 Q1	$430K	Buy	+5,253	New	+$405K	0.04%	218

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

Beaumont Financial Advisors's SLYV Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2026: 1,896 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in SLYV as recently as Q3 2023.

Beaumont Financial Advisors first reported a position in SLYV in Q1 2021 and has held it in 7 quarters since. The position peaked at $430K in Q1 2021. 620 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Beaumont Financial Advisors held 1,896 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $207K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF was a new Beaumont Financial Advisors position in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #364 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and has held it in 7 quarters since.
Beaumont Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $430K in Q1 2021.
620 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.