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Visionary Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Visionary Wealth Advisors’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
11,283
+1,265
+13% +$125K 0.05% 265
2025
Q4 		$944K Sell
10,018
-684
-6% -$64.6K 0.04% 287
2025
Q3 		$1.01M Sell
10,702
-228
-2% -$21K 0.05% 270
2025
Q2 		$970K Sell
10,930
-3,633
-25% -$304K 0.05% 276
2025
Q1 		$1.21M Sell
14,563
-4,167
-22% -$372K 0.07% 233
2024
Q4 		$1.69M Buy
18,730
+601
+3% +$56.8K 0.1% 191
2024
Q3 		$1.69M Sell
18,129
-2,570
-12% -$232K 0.1% 194
2024
Q2 		$1.78M Sell
20,699
-240
-1% -$20.5K 0.12% 180
2024
Q1 		$1.83M Buy
20,939
+2,945
+16% +$246K 0.12% 177
2023
Q4 		$1.5M Buy
17,994
+6,869
+62% +$515K 0.11% 191
2023
Q3 		$815K Sell
11,125
-689
-6% -$53.1K 0.07% 232
2023
Q2 		$909K Sell
11,814
-2,222
-16% -$162K 0.07% 220
2023
Q1 		$1.04M Sell
14,036
-29
-0.2% -$2.19K 0.09% 189
2022
Q4 		$1.02M Sell
14,065
-5,697
-29% -$419K 0.09% 171
2022
Q3 		$1.35M Sell
19,762
-1,264
-6% -$94.9K 0.14% 145
2022
Q2 		$1.48M Buy
21,026
+2,424
+13% +$184K 0.13% 141
2022
Q1 		$1.56M Sell
18,602
-19,892
-52% -$1.68M 0.13% 143
2021
Q4 		$3.57M Buy
38,494
+24,678
+179% +$2.25M 0.29% 88
2021
Q3 		$1.2M Buy
13,816
+840
+6% +$74.1K 0.12% 127
2021
Q2 		$1.15M Buy
12,976
+179
+1% +$15.6K 0.12% 138
2021
Q1 		$1.1M Buy
12,797
+3,235
+34% +$275K 0.12% 137
2020
Q4 		$730K Buy
9,562
+1,688
+21% +$115K 0.08% 161
2020
Q3 		$465K Sell
7,874
-19,431
-71% -$1.16M 0.07% 164
2020
Q2 		$1.55M Sell
27,305
-6,273
-19% -$327K 0.24% 99
2020
Q1 		$1.55M Buy
+33,578
New +$1.98M 0.29% 86

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Visionary Wealth Advisors's SLYG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 13% in Q1 2026, buying an estimated $125K and bringing the position to 11,283 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #265.

Visionary Wealth Advisors first reported a position in SLYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.57M in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Visionary Wealth Advisors held 11,283 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.09M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,265 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $125K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #265 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.57M in Q4 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.