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 6,156 shares of SPMD stock, worth $296,165. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,156
Previous 3,892 58.17%
Holding current value
$296,165
Previous $212,000 48.11%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$50.21 - $57.73 $113,675 - $130,700
2,264 Added 58.17%
6,156 $314,000
Q4 2024

Jan 22, 2025
BUY
$54.13 - $59.56 $210,673 - $231,807
3,892 New
3,892 $212,000

Others Institutions Holding SPMD

# of Institutions
730
Shares Held
207M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email