Beckerman Institutional’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Beckerman Institutional’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	$905K	Hold	9,564	–	–	0.48%	48
2025 Q4	$870K	Sell	9,564 -115	-1%	-$10.3K	0.49%	47
2025 Q3	$858K	Sell	9,679 -8	-0.1%	-$682	0.51%	46
2025 Q2	$773K	Sell	9,687 -932	-9%	-$70.7K	0.51%	45
2025 Q1	$833K	Hold	10,619	–	–	0.6%	41
2024 Q4	$927K	Buy	10,619 +51	+0.5%	+$4.56K	0.74%	38
2024 Q3	$918K	Buy	+10,568	New	+$885K	0.77%	40

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beckerman Institutional's SLYV Position: Q1 2026 in Review

Beckerman Institutional held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q1 2026 at 9,564 shares worth $905K. The position accounts for 0.48% of the portfolio, ranked #48.

Beckerman Institutional first reported a position in SLYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $927K in Q4 2024. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Beckerman Institutional held 9,564 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $905K as of Q1 2026.
Beckerman Institutional left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.48% of Beckerman Institutional's portfolio in Q1 2026, its #48 holding.
Beckerman Institutional first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $927K in Q4 2024.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.