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

Berger Financial Group’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	$223K	Buy	2,360 +51	+2%	+$4.93K	0.01%	435
2025 Q4	$210K	Buy	2,309 +9	+0.4%	+$809	0.01%	443
2025 Q3	$204K	Buy	+2,300	New	+$196K	0.01%	431
2025 Q1	–	Sell	-2,350	Closed	-$205K	–	436
2024 Q4	$205K	Sell	2,350 -838	-26%	-$74.9K	0.01%	404
2024 Q3	$277K	Hold	3,188	–	–	0.02%	322
2024 Q2	$250K	Hold	3,188	–	–	0.02%	319
2024 Q1	$265K	Buy	+3,188	New	+$256K	0.02%	303
2021 Q1	–	Sell	-29,153	Closed	-$1.93M	–	225
2020 Q4	$1.93M	Buy	+29,153	New	+$1.73M	0.34%	83

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

Berger Financial Group's SLYV Position: Q1 2026 in Review

Berger Financial Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.2% in Q1 2026, buying an estimated $4.93K and bringing the position to 2,360 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #435.

Berger Financial Group first reported a position in SLYV in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2020. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Berger Financial Group held 2,360 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $223K as of Q1 2026.
Berger Financial Group bought 51 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $4.93K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #435 holding.
Berger Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
Berger Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.93M in Q4 2020.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.