VAG
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VisionPoint Advisory Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

VisionPoint Advisory Group’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
Q3 		$259K Buy
2,535
+111
+5% +$12K 0.04% 381
2026
Q2 		$264K Buy
2,424
+114
+5% +$11.7K 0.04% 393
2026
Q1 		$218K Buy
2,310
+99
+4% +$9.57K 0.04% 411
2025
Q4 		$201K Buy
+2,211
New +$199K 0.04% 385

Other funds holding SLYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

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

VisionPoint Advisory Group increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 4.6% in Q3 2026, buying an estimated $12K and bringing the position to 2,535 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #381.

VisionPoint Advisory Group first reported a position in SLYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $264K in Q2 2026. 44 funds tracked by Wall St. Rank hold SLYV as of Q3 2026.

  • VisionPoint Advisory Group held 2,535 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $259K as of Q3 2026.
  • VisionPoint Advisory Group bought 111 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2026, an estimated $12K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #381 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $264K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2026.

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