MYIA
Mount Yale Investment Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Sell |
815,592
-537,392
| -40% | -$28.1M | 3.33% | 2 |
|
|
2025
Q1 | $69.1M | Sell |
1,352,984
-13,891
| -1% | -$709K | 5.92% | 2 |
|
|
2024
Q4 | $69.9M | Buy |
+1,366,875
| New | +$69.9M | 5.64% | 2 |
|
|
2024
Q3 | – | Sell |
-1,373,876
| Closed | -$67M | – | 586 |
|
|
2024
Q2 | $67M | Buy |
1,373,876
+6,944
| +0.5% | +$338K | 5.3% | 2 |
|
|
2024
Q1 | $68.5M | Buy |
+1,366,932
| New | +$68.5M | 5.25% | 2 |
|