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Trust Company of Vermont’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$229K Hold
2,516
– – 0.01% 343
2025
Q3 		$223K Sell
2,516
-84
-3% -$7.16K 0.01% 343
2025
Q2 		$207K Buy
2,600
+1,700
+189% +$129K 0.01% 350
2025
Q1 		$70.6K Hold
900
– – ﹤0.01% 472
2024
Q4 		$78.5K Sell
900
-76
-8% -$6.79K ﹤0.01% 462
2024
Q3 		$84.7K Buy
+976
New +$81.7K ﹤0.01% 431

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Trust Company of Vermont's SLYV Position: Q4 2025 in Review

Trust Company of Vermont held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2025 at 2,516 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #343.

Trust Company of Vermont first reported a position in SLYV in Q3 2024 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2025.

  • Trust Company of Vermont held 2,516 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $229K as of Q4 2025.
  • Trust Company of Vermont left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #343 holding.
  • Trust Company of Vermont first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.