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Mount Yale Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Mount Yale Investment 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 		$519K Buy
+5,371
New +$532K 0.01% 707
2025
Q3 		– Sell
-336
Closed -$29.8K – 1459
2025
Q2 		$29.8K Buy
+336
New +$28.1K ﹤0.01% 954

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.07B AUM 22.34% 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 $1.1B AUM 20.77% 1-Year Est. Return

Mount Yale Investment Advisors's SLYG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026: 5,371 shares worth $519K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SLYG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SLYG in Q2 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Mount Yale Investment Advisors held 5,371 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $519K as of Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #707 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.