SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 18,186 Value ($000) $852 Avg Close — Range —
Q3 2025
Shares 4,452 Value ($000) $206 Avg Close — Range —
Q2 2025
Shares 7,863 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 9,168 Value ($000) $374 Avg Close — Range —
Q4 2024
Shares 9,138 Value ($000) $410 Avg Close — Range —
Q2 2024
Shares 6,276 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 6,246 Value ($000) $269 Avg Close — Range —