Mount Yale Investment Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.6M	Buy	+767,081	New	+$45.9M	0.86%	17
2025 Q3	–	Sell	-815,592	Closed	-$42.7M	–	1480
2025 Q2	$42.7M	Sell	815,592 -537,392	-40%	-$26.9M	3.33%	2
2025 Q1	$69.1M	Sell	1,352,984 -13,891	-1%	-$720K	5.92%	2
2024 Q4	$69.9M	Buy	+1,366,875	New	+$72.7M	5.64%	2
2024 Q3	–	Sell	-1,373,876	Closed	-$67M	–	600
2024 Q2	$67M	Buy	1,373,876 +6,944	+0.5%	+$339K	5.3%	2
2024 Q1	$68.5M	Buy	+1,366,932	New	+$65.2M	5.25%	2

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 767,081 shares worth $46.6M. The stake represents 0.86% of the portfolio and ranks #17 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SPYV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SPYV in Q1 2024 and has held it in 6 quarters since. The position peaked at $69.9M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Mount Yale Investment Advisors held 767,081 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $46.6M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Mount Yale Investment Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.86% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #17 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $69.9M in Q4 2024.
1,215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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