Mount Yale Investment Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$519K	Buy	9,535 +3,379	+55%	+$184K	0.04%	333
2025 Q1	$315K	Buy	6,156 +2,264	+58%	+$116K	0.03%	422
2024 Q4	$213K	Buy	+3,892	New	+$213K	0.02%	515