Mount Yale Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,863 shares of SPSM stock, worth $361,147. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,863
Previous 9,168 14.23%
Holding current value
$361,147
Previous $372,000 10.22%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
SELL
$35.35 - $42.68 $46,131 - $55,697
-1,305 Reduced 14.23%
7,863 $334,000
Q1 2025

Apr 16, 2025
BUY
$40.03 - $46.81 $1,200 - $1,404
30 Added 0.33%
9,168 $372,000
Q4 2024

Jan 22, 2025
BUY
$44.33 - $49.55 $405,087 - $452,787
9,138 New
9,138 $410,000
Q2 2024

Aug 13, 2024
BUY
$39.75 - $43.15 $1,192 - $1,294
30 Added 0.48%
6,276 $260,000
Q1 2024

May 15, 2024
BUY
$39.85 - $43.04 $248,903 - $268,827
6,246 New
6,246 $268,000

Others Institutions Holding SPSM

# of Institutions
981
Shares Held
200M
Call Options Held
51.7K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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