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

Visionary Wealth Advisors’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	$877K	Buy	8,035 +707	+10%	+$72.8K	0.03%	332
2026 Q1	$693K	Buy	7,328 +4,020	+122%	+$389K	0.03%	338
2025 Q4	$301K	Sell	3,308 -161	-5%	-$14.5K	0.01%	494
2025 Q3	$308K	Sell	3,469 -53	-2%	-$4.52K	0.01%	487
2025 Q2	$281K	Sell	3,522 -6,343	-64%	-$481K	0.01%	471
2025 Q1	$773K	Buy	9,865 +6,074	+160%	+$515K	0.05%	284
2024 Q4	$331K	Sell	3,791 -566	-13%	-$50.6K	0.02%	423
2024 Q3	$378K	Sell	4,357 -89	-2%	-$7.45K	0.02%	390
2024 Q2	$348K	Sell	4,446 -47	-1%	-$3.73K	0.02%	390
2024 Q1	$373K	Sell	4,493 -1,187	-21%	-$95.2K	0.03%	373
2023 Q4	$473K	Sell	5,680 -1,409	-20%	-$104K	0.03%	324
2023 Q3	$513K	Sell	7,089 -5,749	-45%	-$444K	0.04%	297
2023 Q2	$991K	Sell	12,838 -6,112	-32%	-$455K	0.08%	208
2023 Q1	$1.44M	Sell	18,950 -11,070	-37%	-$880K	0.12%	165
2022 Q4	$2.23M	Sell	30,020 -9,664	-24%	-$725K	0.21%	109
2022 Q3	$2.66M	Sell	39,684 -2,392	-6%	-$180K	0.28%	97
2022 Q2	$3.05M	Buy	42,076 +2,476	+6%	+$193K	0.27%	96
2022 Q1	$3.3M	Sell	39,600 -32,747	-45%	-$2.71M	0.27%	100
2021 Q4	$6.13M	Buy	72,347 +45,568	+170%	+$3.89M	0.5%	50
2021 Q3	$2.19M	Buy	26,779 +1,953	+8%	+$160K	0.23%	98
2021 Q2	$2.13M	Buy	24,826 +2,554	+11%	+$217K	0.21%	101
2021 Q1	$1.83M	Buy	22,272 +10,989	+97%	+$847K	0.19%	116
2020 Q4	$747K	Buy	11,283 +1,546	+16%	+$91.9K	0.08%	159
2020 Q3	$488K	Sell	9,737 -43,767	-82%	-$2.25M	0.07%	158
2020 Q2	$2.63M	Buy	53,504 +2,736	+5%	+$125K	0.4%	70
2020 Q1	$2.07M	Buy	+50,768	New	+$2.87M	0.39%	75

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Visionary Wealth Advisors's SLYV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 9.6% in Q2 2026, buying an estimated $72.8K and bringing the position to 8,035 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #332.

Visionary Wealth Advisors first reported a position in SLYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.13M in Q4 2021. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Visionary Wealth Advisors held 8,035 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $877K as of Q2 2026.
Visionary Wealth Advisors bought 707 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $72.8K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #332 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
Visionary Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.13M in Q4 2021.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.