MYIA
Mount Yale Investment Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Sell |
358,726
-239,335
| -40% | -$22.8M | 2.67% | 4 |
|
|
2025
Q1 | $48.1M | Sell |
598,061
-3,715
| -0.6% | -$299K | 4.12% | 3 |
|
|
2024
Q4 | $52.9M | Buy |
+601,776
| New | +$52.9M | 4.27% | 3 |
|
|
2024
Q3 | – | Sell |
-576,263
| Closed | -$46.2M | – | 585 |
|
|
2024
Q2 | $46.2M | Buy |
576,263
+15,108
| +3% | +$1.21M | 3.66% | 3 |
|
|
2024
Q1 | $41M | Buy |
+561,155
| New | +$41M | 3.15% | 3 |
|