Mount Yale Investment Advisors, LLC Ssga Active Trust Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 10,282 shares of SRLN stock, worth $424,852. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,282

Previous 11,012 6.63%

Holding current value

$424,852

Previous $459,000 8.06%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$41.02 - $41.99 $29,944 - $30,652	-730 Reduced 6.63%	10,282 $422,000
Q4 2024 Jan 22, 2025	SELL	$41.48 - $42.08 $80,678 - $81,845	-1,945 Reduced 15.01%	11,012 $459,000
Q3 2024 Oct 23, 2024	SELL	$40.93 - $41.85 $792,445 - $810,257	-19,361 Reduced 59.91%	12,957 $541,000
Q2 2024 Aug 13, 2024	BUY	$41.68 - $42.09 $261,416 - $263,988	6,272 Added 24.08%	32,318 $1.35 Million
Q1 2024 May 15, 2024	BUY	$41.64 - $42.11 $29,522 - $29,855	709 Added 2.8%	26,046 $1.1 Million
Q4 2023 Feb 12, 2024	BUY	$41.29 - $41.98 $235,972 - $239,915	5,715 Added 29.13%	25,337 $1.06 Million
Q3 2023 Oct 11, 2023	BUY	$41.52 - $42.12 $43,845 - $44,478	1,056 Added 5.69%	19,622 $822,000
Q2 2023 Aug 14, 2023	SELL	$40.84 - $41.87 $775 - $795	-19 Reduced 0.1%	18,566 $777,000
Q1 2023 May 11, 2023	BUY	$40.7 - $42.14 $424,623 - $439,646	10,433 Added 127.98%	18,585 $770,000
Q4 2022 Feb 13, 2023	SELL	$40.74 - $41.61 $56,384 - $57,588	-1,384 Reduced 14.51%	8,152 $333,000
Q3 2022 Nov 07, 2022	SELL	$40.87 - $43.45 $419,530 - $446,014	-10,265 Reduced 51.84%	9,536 $390,000
Q2 2022 Aug 02, 2022	SELL	$41.64 - $45.06 $369,180 - $399,501	-8,866 Reduced 30.93%	19,801 $825,000
Q1 2022 May 03, 2022	BUY	$43.97 - $45.84 $1.26 Million - $1.31 Million	28,667 New	28,667 $1.29 Million

Others Institutions Holding SRLN

# of Institutions

582

Shares Held

143M

Call Options Held

Put Options Held

44.7K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
Sector ETFs
Industry ETFs

More about SRLN

Track This Portfolio

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.

Account

Mount Yale Investment Advisors, LLC Ssga Active Trust Transaction History