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 Q2	–	Sell	-83,233	Closed	-$51M	–	1263
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mount Yale Investment Advisors's SPY Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 73,906 shares worth $55.3M. The stake represents 1.02% of the portfolio and ranks #13 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SPY as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in SPY in Q1 2018 and has held it in 33 quarters since. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Mount Yale Investment Advisors held 73,906 shares of State Street SPDR S&P 500 ETF Trust worth $55.3M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Mount Yale Investment Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 1.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #13 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 33 quarters since.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.