SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,022 Value ($000) $20,532 Avg Close Range
Q3 2025
Shares 4,308 Value ($000) $2,876 Avg Close Range
Q2 2025
Shares 4,418 Value ($000) $2,729 Avg Close Range
Q1 2025
Shares 4,516 Value ($000) $2,526 Avg Close Range
Q4 2024
Shares 4,817 Value ($000) $2,823 Avg Close Range
Q3 2024
Shares 3,528 Value ($000) $2,024 Avg Close Range
Q2 2024
Shares 4,147 Value ($000) $2,257 Avg Close Range
Q1 2024
Shares 3,843 Value ($000) $2,010 Avg Close Range
Q4 2023
Shares 3,520 Value ($000) $1,673 Avg Close Range
Q3 2023
Shares 3,058 Value ($000) $1,307 Avg Close Range
Q2 2023
Shares 3,308 Value ($000) $1,466 Avg Close Range
Q1 2023
Shares 3,258 Value ($000) $1,334 Avg Close Range
Q4 2022
Shares 14,842 Value ($000) $5,676 Avg Close Range
Q3 2022
Shares 3,168 Value ($000) $1,132 Avg Close Range
Q2 2022
Shares 3,938 Value ($000) $1,486 Avg Close Range
Q1 2022
Shares 3,829 Value ($000) $1,729 Avg Close Range
Q4 2021
Shares 4,927 Value ($000) $2,340 Avg Close Range
Q3 2021
Shares 3,193 Value ($000) $1,370 Avg Close Range
Q2 2021
Shares 3,352 Value ($000) $1,435 Avg Close Range
Q1 2021
Shares 3,358 Value ($000) $1,331 Avg Close Range
Q4 2020
Shares 4,930 Value ($000) $1,843 Avg Close Range
Q3 2020
Shares 3,611 Value ($000) $1,209 Avg Close Range
Q2 2020
Shares 3,633 Value ($000) $1,120 Avg Close Range
Q1 2020
Shares 3,658 Value ($000) $943 Avg Close Range
Q4 2019
Shares 3,808 Value ($000) $1,225 Avg Close Range
Q3 2019
Shares 3,526 Value ($000) $1,090 Avg Close Range
Q2 2019
Shares 3,563 Value ($000) $1,026 Avg Close Range
Q1 2019
Shares 4,476 Value ($000) $1,264 Avg Close Range
Q4 2018
Shares 4,517 Value ($000) $1,222 Avg Close Range
Q3 2018
Shares 4,286 Value ($000) $1,204 Avg Close Range
Q2 2018
Shares 4,316 Value ($000) $1,171 Avg Close Range
Q1 2018
Shares 4,388 Value ($000) $1,155 Avg Close Range