A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 309 shares of MDY stock, worth $183,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares
309
Holding current value
$183,230
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$468.22 - $566.51 $144,679 - $175,051
309 New
309 $175,000
Q1 2024

May 15, 2024

BUY
$491.35 - $556.4 $260,415 - $294,892
530 New
530 $294,000
Q4 2022

Feb 13, 2023

BUY
$409.49 - $470.66 $359,122 - $412,768
877 New
877 $388,000
Q4 2018

Feb 14, 2019

SELL
$284.96 - $364.55 $72,664 - $92,960
-255 Closed
0 $0
Q1 2018

Jun 25, 2018

BUY
$327.4 - $362.51 $83,487 - $92,440
255 New
255 $87,000

Others Institutions Holding MDY

About SPDR S&P MIDCAP 400 ETF TRUST


  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.