Mount Yale Investment Advisors, LLC Spdr Portfolio 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 stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 358,726 shares of SPYG stock, worth $37 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

358,726

Previous 598,061 40.02%

Holding current value

$37 Million

Previous $47.9 Million 28.64%

% of portfolio

2.82%

Previous 4.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$71.83 - $95.32 $17.2 Million - $22.8 Million	-239,335 Reduced 40.02%	358,726 $34.2 Million
Q1 2025 Apr 16, 2025	SELL	$80.05 - $92.39 $297,385 - $343,228	-3,715 Reduced 0.62%	598,061 $47.9 Million
Q4 2024 Jan 22, 2025	BUY	$81.74 - $91.38 $49.2 Million - $55 Million	601,776 New	601,776 $52.9 Million
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $1.04 Million - $1.22 Million	15,108 Added 2.69%	576,263 $46.2 Million
Q1 2024 May 15, 2024	BUY	$63.12 - $73.73 $35.4 Million - $41.4 Million	561,155 New	561,155 $41 Million

Others Institutions Holding SPYG

# of Institutions

1,313

Shares Held

319M

Call Options Held

342K

Put Options Held

147K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Mount Yale Investment Advisors, LLC Spdr Portfolio Transaction History