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

Mount Yale Investment Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	20,986 +2,800	+15%	+$139K	0.02%	517
2025 Q4	$852K	Buy	18,186 +13,734	+308%	+$641K	0.04%	345
2025 Q3	$206K	Sell	4,452 -3,411	-43%	-$153K	0.01%	626
2025 Q2	$335K	Sell	7,863 -1,305	-14%	-$52.6K	0.03%	428
2025 Q1	$374K	Buy	9,168 +30	+0.3%	+$1.32K	0.03%	384
2024 Q4	$410K	Buy	+9,138	New	+$425K	0.03%	374
2024 Q3	–	Sell	-6,276	Closed	-$261K	–	598
2024 Q2	$261K	Buy	6,276 +30	+0.5%	+$1.25K	0.02%	469
2024 Q1	$269K	Buy	+6,246	New	+$258K	0.02%	479

Other funds holding SPSM

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q1 2026, buying an estimated $139K and bringing the position to 20,986 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #517.

Mount Yale Investment Advisors first reported a position in SPSM in Q1 2024 and has held it in 8 quarters since. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Mount Yale Investment Advisors held 20,986 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.01M as of Q1 2026.
Mount Yale Investment Advisors bought 2,800 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $139K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #517 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 8 quarters since.
1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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