Mount Yale Investment Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 30,794 shares of DWX stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

30,794

Previous 46,072 33.16%

Holding current value

$1.14 Million

Previous $1.77 Million 39.17%

% of portfolio

0.09%

Previous 0.17%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$34.74 - $38.36 $530,757 - $586,064	-15,278 Reduced 33.16%	30,794 $1.08 Million
Q3 2024 Oct 23, 2024	SELL	$34.35 - $39.16 $32,563 - $37,123	-948 Reduced 2.02%	46,072 $1.77 Million
Q2 2024 Aug 13, 2024	SELL	$33.49 - $35.87 $340,191 - $364,367	-10,158 Reduced 17.77%	47,020 $1.62 Million
Q1 2024 May 15, 2024	SELL	$33.95 - $35.74 $123,136 - $129,628	-3,627 Reduced 5.96%	57,178 $2.01 Million
Q4 2023 Feb 12, 2024	SELL	$31.99 - $35.64 $46,993 - $52,355	-1,469 Reduced 2.36%	60,805 $2.16 Million
Q3 2023 Oct 11, 2023	BUY	$32.87 - $35.85 $38,622 - $42,123	1,175 Added 1.92%	62,274 $2.05 Million
Q2 2023 Aug 14, 2023	SELL	$33.81 - $35.83 $91,489 - $96,955	-2,706 Reduced 4.24%	61,099 $2.1 Million
Q1 2023 May 11, 2023	BUY	$32.57 - $35.0 $1.06 Million - $1.14 Million	32,439 Added 103.42%	63,805 $2.19 Million
Q4 2022 Feb 13, 2023	SELL	$28.02 - $33.16 $624,229 - $738,738	-22,278 Reduced 41.53%	31,366 $1.01 Million
Q3 2022 Nov 07, 2022	SELL	$28.8 - $35.16 $33,062 - $40,363	-1,148 Reduced 2.1%	53,644 $1.55 Million
Q2 2022 Aug 02, 2022	SELL	$33.7 - $39.38 $34,812 - $40,679	-1,033 Reduced 1.85%	54,792 $1.88 Million
Q1 2022 May 03, 2022	SELL	$36.57 - $39.7 $1,316 - $1,429	-36 Reduced 0.06%	55,825 $2.17 Million
Q4 2021 Feb 02, 2022	SELL	$37.48 - $39.36 $342,192 - $359,356	-9,130 Reduced 14.05%	55,861 $2.17 Million
Q3 2021 Nov 02, 2021	SELL	$37.97 - $40.74 $667,778 - $716,494	-17,587 Reduced 21.3%	64,991 $2.47 Million
Q2 2021 Aug 04, 2021	SELL	$38.39 - $41.14 $178,782 - $191,588	-4,657 Reduced 5.34%	82,578 $3.25 Million
Q1 2021 May 04, 2021	SELL	$36.33 - $38.6 $225,609 - $239,706	-6,210 Reduced 6.65%	87,235 $3.33 Million
Q4 2020 Feb 12, 2021	SELL	$32.49 - $37.03 $513,244 - $584,962	-15,797 Reduced 14.46%	93,445 $3.42 Million
Q3 2020 Nov 16, 2020	SELL	$33.28 - $35.28 $209,996 - $222,616	-6,310 Reduced 5.46%	109,242 $3.69 Million
Q2 2020 Jul 09, 2020	SELL	$29.2 - $35.76 $172,980 - $211,842	-5,924 Reduced 4.88%	115,552 $3.83 Million
Q1 2020 May 04, 2020	SELL	$25.85 - $40.79 $67,494 - $106,502	-2,611 Reduced 2.1%	121,476 $3.72 Million
Q4 2019 Feb 13, 2020	SELL	$38.29 - $40.52 $15,392 - $16,289	-402 Reduced 0.32%	124,087 $4.96 Million
Q3 2019 Nov 14, 2019	SELL	$38.77 - $39.31 $42,918 - $43,516	-1,107 Reduced 0.88%	124,489 $4.98 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,887 Reduced 1.48%	125,596 $4.8 Million
Q1 2019 May 15, 2019	BUY	N/A	2,229 Added 1.78%	127,483 $4.85 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,008 Reduced 1.58%	125,254 $4.62 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,559 Added 1.24%	127,262 $4.7 Million
Q2 2018 Aug 22, 2018	BUY	N/A	2,460 Added 2.0%	125,703 $4.82 Million
Q1 2018 Jun 25, 2018	BUY	N/A	123,243 New	123,243 $4.94 Million

Others Institutions Holding DWX

# of Institutions

138

Shares Held

5.74M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S&P INTL DI

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Mount Yale Investment Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History