Mount Yale Investment Advisors, LLC Ssga Active Trust Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

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 11,012 shares of SRLN stock, worth $462,393. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,012

Previous 12,957 15.01%

Holding current value

$462,393

Previous $541,000 15.16%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

548

Shares Held

117M

Call Options Held

68.4K

Put Options Held

60.6K

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About SSGA ACTIVE TRUST

Ticker SRLN
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Mount Yale Investment Advisors, LLC Ssga Active Trust Transaction History