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

Mount Yale Investment 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
Q1 		$593K Buy
+6,269
New +$606K 0.01% 668
2025
Q3 		– Sell
-228
Closed -$18.2K – 1460
2025
Q2 		$18.2K Buy
+228
New +$17.3K ﹤0.01% 1055

Other funds holding SLYV

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
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2026: 6,269 shares worth $593K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SLYV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SLYV in Q2 2025 and has held it in 2 quarters since. 596 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

  • Mount Yale Investment Advisors held 6,269 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $593K as of Q1 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #668 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 596 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

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