VisionPoint Advisory Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

VisionPoint Advisory Group’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 Q3	$379K	Sell	3,542 -127	-3%	-$14.5K	0.06%	294
2026 Q2	$437K	Sell	3,669 -539	-13%	-$58.3K	0.07%	278
2026 Q1	$407K	Buy	4,208 +794	+23%	+$78.7K	0.08%	261
2025 Q4	$322K	Buy	3,414 +975	+40%	+$92K	0.06%	290
2025 Q3	$230K	Buy	2,439 +145	+6%	+$13.3K	0.05%	358
2025 Q2	$204K	Buy	+2,294	New	+$192K	0.04%	348
2024 Q3	–	Sell	-233	Closed	-$20K	–	687
2024 Q2	$20K	Buy	233 +207	+796%	+$17.7K	0.01%	388
2024 Q1	$2.27K	Buy	+26	New	+$2.17K	﹤0.01%	662

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VisionPoint Advisory Group's SLYG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.5% in Q3 2026, selling an estimated $14.5K and leaving 3,542 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #294.

VisionPoint Advisory Group first reported a position in SLYG in Q1 2024 and has held it in 8 quarters since. The position peaked at $437K in Q2 2026. 135 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

VisionPoint Advisory Group held 3,542 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $379K as of Q3 2026.
VisionPoint Advisory Group sold 127 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $14.5K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #294 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
VisionPoint Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $437K in Q2 2026.
135 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.