SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q2 2025
Shares 815,592 Value ($000) $42,688 Avg Close — Range —
Q1 2025
Shares 1,352,984 Value ($000) $69,097 Avg Close — Range —
Q4 2024
Shares 1,366,875 Value ($000) $69,902 Avg Close — Range —
Q2 2024
Shares 1,373,876 Value ($000) $66,963 Avg Close — Range —
Q1 2024
Shares 1,366,932 Value ($000) $68,483 Avg Close — Range —