SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q2 2025
Shares 358,726 Value ($000) $34,194 Avg Close — Range —
Q1 2025
Shares 598,061 Value ($000) $48,066 Avg Close — Range —
Q4 2024
Shares 601,776 Value ($000) $52,896 Avg Close — Range —
Q2 2024
Shares 576,263 Value ($000) $46,176 Avg Close — Range —
Q1 2024
Shares 561,155 Value ($000) $41,048 Avg Close — Range —