Spdr S&p 500 Etf shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 4.8k | 586.09 |
| 2024-09-30 | $2.0M | 3.5k | 573.76 |
| 2024-06-30 | $2.3M | 4.1k | 543.89 |
| 2024-03-31 | $2.0M | 3.8k | 523.07 |
| 2023-09-30 | $1.3M | 3.1k | 427.48 |
| 2023-06-30 | $1.5M | 3.3k | 443.28 |
| 2023-03-31 | $1.3M | 3.3k | 409.39 |
| 2022-12-31 | $5.7M | 15k | 382.43 |
| 2022-09-30 | $1.1M | 3.2k | 357.32 |
| 2022-06-30 | $1.5M | 3.9k | 377.35 |
| 2022-03-31 | $1.7M | 3.8k | 451.55 |
| 2021-12-31 | $2.3M | 4.9k | 474.93 |
| 2021-09-30 | $1.4M | 3.2k | 429.06 |
| 2021-06-30 | $1.4M | 3.4k | 428.10 |
| 2021-03-31 | $1.3M | 3.4k | 396.37 |
| 2020-12-31 | $1.8M | 4.9k | 373.83 |
| 2020-09-30 | $1.2M | 3.6k | 334.81 |
| 2020-06-30 | $1.1M | 3.6k | 308.29 |
| 2020-03-31 | $943k | 3.7k | 257.79 |
| 2019-12-31 | $4.9M | 15k | 321.86 |
| 2019-09-30 | $4.6M | 15k | 309.13 |
| 2019-06-30 | $1.0M | 3.6k | 287.96 |
| 2019-03-31 | $1.3M | 4.5k | 282.39 |
| 2018-12-31 | $1.2M | 4.5k | 270.53 |
| 2018-09-30 | $1.2M | 4.3k | 280.91 |
| 2018-06-30 | $10M | 38k | 271.32 |
| 2018-03-31 | $1.2M | 4.4k | 263.22 |
More positions owned by Mount Yale Investment Advisors
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