Mount Yale Investment Advisors, LLC Spdr Portfolio S&P 500 Value E 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 S&P 500 Value E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,352,984 shares of SPYV stock, worth $64.3 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares
1,352,984
Previous 1,366,875 1.02%
Holding current value
$64.3 Million
Previous $69.9 Million 2.0%
% of portfolio
6.15%
Previous 5.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SPYV

# of Institutions
1,090
Shares Held
443M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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