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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
Q2 		$1.31M Buy
22,719
+1,733
+8% +$92.5K 0.02% 515
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.3% in Q2 2026, buying an estimated $92.5K and bringing the position to 22,719 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #515.

Mount Yale Investment Advisors first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. 1,056 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Mount Yale Investment Advisors held 22,719 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.31M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,733 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $92.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #515 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 9 quarters since.
  • 1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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