Mount Yale Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-30,022
| Closed | -$20.4M | – | 1127 |
|
|
2025
Q4 | $20.5M | Buy |
30,022
+25,714
| +597% | +$17.4M | 0.99% | 20 |
|
|
2025
Q3 | $2.88M | Sell |
4,308
-110
| -2% | -$70.5K | 0.2% | 120 |
|
|
2025
Q2 | $2.73M | Sell |
4,418
-98
| -2% | -$56K | 0.21% | 94 |
|
|
2025
Q1 | $2.53M | Sell |
4,516
-301
| -6% | -$177K | 0.22% | 100 |
|
|
2024
Q4 | $2.82M | Buy |
4,817
+1,289
| +37% | +$759K | 0.23% | 91 |
|
|
2024
Q3 | $2.02M | Sell |
3,528
-619
| -15% | -$342K | 0.19% | 117 |
|
|
2024
Q2 | $2.26M | Buy |
4,147
+304
| +8% | +$159K | 0.18% | 111 |
|
|
2024
Q1 | $2.01M | Buy |
3,843
+323
| +9% | +$161K | 0.15% | 133 |
|
|
2023
Q4 | $1.67M | Buy |
3,520
+462
| +15% | +$206K | 0.16% | 139 |
|
|
2023
Q3 | $1.31M | Sell |
3,058
-250
| -8% | -$111K | 0.14% | 151 |
|
|
2023
Q2 | $1.47M | Buy |
3,308
+50
| +2% | +$21K | 0.16% | 139 |
|
|
2023
Q1 | $1.33M | Sell |
3,258
-11,584
| -78% | -$4.62M | 0.15% | 142 |
|
|
2022
Q4 | $5.68M | Buy |
14,842
+11,674
| +368% | +$4.49M | 0.64% | 40 |
|
|
2022
Q3 | $1.13M | Sell |
3,168
-770
| -20% | -$306K | 0.15% | 150 |
|
|
2022
Q2 | $1.49M | Buy |
3,938
+109
| +3% | +$44.7K | 0.19% | 123 |
|
|
2022
Q1 | $1.73M | Sell |
3,829
-1,098
| -22% | -$489K | 0.19% | 121 |
|
|
2021
Q4 | $2.34M | Buy |
4,927
+1,734
| +54% | +$796K | 0.24% | 97 |
|
|
2021
Q3 | $1.37M | Sell |
3,193
-159
| -5% | -$70.1K | 0.16% | 142 |
|
|
2021
Q2 | $1.44M | Sell |
3,352
-6
| -0.2% | -$2.5K | 0.17% | 128 |
|
|
2021
Q1 | $1.33M | Sell |
3,358
-1,572
| -32% | -$606K | 0.17% | 123 |
|
|
2020
Q4 | $1.84M | Buy |
4,930
+1,319
| +37% | +$468K | 0.26% | 89 |
|
|
2020
Q3 | $1.21M | Sell |
3,611
-22
| -0.6% | -$7.29K | 0.17% | 130 |
|
|
2020
Q2 | $1.12M | Sell |
3,633
-25
| -0.7% | -$7.32K | 0.2% | 114 |
|
|
2020
Q1 | $943K | Sell |
3,658
-150
| -4% | -$45.8K | 0.21% | 116 |
|
|
2019
Q4 | $1.23M | Buy |
3,808
+282
| +8% | +$86.8K | 0.21% | 108 |
|
|
2019
Q3 | $1.09M | Sell |
3,526
-37
| -1% | -$10.9K | 0.2% | 109 |
|
|
2019
Q2 | $1.03M | Sell |
3,563
-913
| -20% | -$263K | 0.19% | 111 |
|
|
2019
Q1 | $1.26M | Sell |
4,476
-41
| -0.9% | -$11.1K | 0.24% | 101 |
|
|
2018
Q4 | $1.22M | Buy |
4,517
+231
| +5% | +$62.3K | 0.25% | 98 |
|
|
2018
Q3 | $1.2M | Sell |
4,286
-30
| -0.7% | -$8.54K | 0.21% | 103 |
|
|
2018
Q2 | $1.17M | Sell |
4,316
-72
| -2% | -$19.4K | 0.22% | 105 |
|
|
2018
Q1 | $1.16M | Buy |
+4,388
| New | +$1.2M | 0.25% | 96 |
|
Other funds holding SPY
Mount Yale Investment Advisors's SPY Position: Q1 2026 in Review
Mount Yale Investment Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 30,022 shares — an estimated $20.4M sold.
Mount Yale Investment Advisors first reported a position in SPY in Q1 2018 and held it in 32 quarters. The position peaked at $20.5M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Mount Yale Investment Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
- Mount Yale Investment Advisors sold 30,022 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.4M.
- Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and held it in 32 quarters.
- Mount Yale Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $20.5M in Q4 2025.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.