Mount Yale Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Mount Yale Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$45.11 - $52.34 $24.2 Million - $28.1 Million	-537,392 Reduced 39.72%	815,592 $42.7 Million
Q1 2025 Apr 16, 2025	SELL	$49.78 - $53.19 $691,493 - $738,862	-13,891 Reduced 1.02%	1,352,984 $68.5 Million
Q4 2024 Jan 22, 2025	BUY	$51.09 - $55.27 $69.8 Million - $75.5 Million	1,366,875 New	1,366,875 $69.9 Million
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $328,937 - $347,824	6,944 Added 0.51%	1,373,876 $67 Million
Q1 2024 May 15, 2024	BUY	$45.88 - $50.1 $62.7 Million - $68.5 Million	1,366,932 New	1,366,932 $68.5 Million

1,181

475M

127K

14.4K

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