Mount Yale Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Mount Yale Investment Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Sell
2025 Q1	$374K	Buy
2024 Q4	$410K	Buy
2024 Q3	–	Sell
2024 Q2	$261K	Buy
2024 Q1	$269K	Buy