Mount Yale Investment Advisors, LLC Spdr Portfolio Transaction History

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 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 598,061 shares of SPYG stock, worth $56.7 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares
598,061
Previous 601,776 0.62%
Holding current value
$56.7 Million
Previous $52.9 Million 9.41%
% of portfolio
4.3%
Previous 4.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,230
Shares Held
304M
Call Options Held
665K
Put Options Held
128K
View Full List

About SPDR PORTFOLIO

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