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

Bessemer 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	–	Sell	-125	Closed	-$11K	–	2672
2025 Q4	$11K	Buy	+125	New	+$11.2K	﹤0.01%	2085
2024 Q3	–	Sell	-136	Closed	-$11K	–	2699
2024 Q2	$11K	Sell	136 -577	-81%	-$45.8K	﹤0.01%	1501
2024 Q1	$59K	Buy	+713	New	+$57.2K	﹤0.01%	1272

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bessemer Group's SLYV Position: Q1 2026 in Review

Bessemer Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026, closing a stake of 125 shares — an estimated $11K sold.

Bessemer Group first reported a position in SLYV in Q1 2024 and held it in 3 quarters. The position peaked at $59K in Q1 2024. 600 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Bessemer Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 125 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $11K.
Bessemer Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2024 and held it in 3 quarters.
Bessemer Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $59K in Q1 2024.
600 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.