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

Vision Retirement’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	$6.55K	Hold	60	–	–	﹤0.01%	488
2026 Q1	$5.67K	Hold	60	–	–	﹤0.01%	472
2025 Q4	$5.46K	Buy	+60	New	+$5.39K	﹤0.01%	468

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

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

WWA

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

Vision Retirement's SLYV Position: Q2 2026 in Review

Vision Retirement held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2026 at 60 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Vision Retirement first reported a position in SLYV in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Vision Retirement held 60 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.55K as of Q2 2026.
Vision Retirement 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 ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #488 holding.
Vision Retirement first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.