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 Q2	$1.04M	Hold	9,564	–	–	0.5%	49
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 $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

Beckerman Institutional's SLYV Position: Q2 2026 in Review

Beckerman Institutional held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 9,564 shares worth $1.04M. The position accounts for 0.5% of the portfolio, ranked #49.

Beckerman Institutional first reported a position in SLYV in Q3 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Beckerman Institutional held 9,564 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $1.04M as of Q2 2026.
Beckerman Institutional left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.5% of Beckerman Institutional's portfolio in Q2 2026, its #49 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 8 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.