MYIA
SLYV icon

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
Q2 		$735K Buy
6,739
+470
+7% +$48.4K 0.01% 675
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 $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 7.5% in Q2 2026, buying an estimated $48.4K and bringing the position to 6,739 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #675.

Mount Yale Investment Advisors first reported a position in SLYV in Q2 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Mount Yale Investment Advisors held 6,739 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $735K as of Q2 2026.
  • Mount Yale Investment Advisors bought 470 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $48.4K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #675 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 3 quarters since.
  • 619 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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