Mount Yale Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51M	Buy	+83,233	New	+$56.6M	1.18%	11
2020 Q1	–	Sell	-11,300	Closed	-$3.64M	–	330
2019 Q4	$3.64M	Hold	11,300	–	–	0.63%	38
2019 Q3	$24K	Buy	+11,300	New	+$3.34M	﹤0.01%	303
2018 Q3	–	Sell	-33,200	Closed	-$133K	–	1002
2018 Q2	$133K	Buy	+33,200	New	+$8.97M	0.03%	379

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.