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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
Q2 		$657K Buy
5,516
+145
+3% +$15.7K 0.01% 698
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 $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mount Yale Investment Advisors's SLYG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,516 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #698.

Mount Yale Investment Advisors first reported a position in SLYG in Q2 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Mount Yale Investment Advisors held 5,516 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $657K as of Q2 2026.
  • Mount Yale Investment Advisors bought 145 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $15.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #698 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 3 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.