Mount Yale Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 34,796 shares of XLC stock, worth $3.56 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

34,796

Previous 31,234 11.4%

Holding current value

$3.56 Million

Previous $2.82 Million 19.31%

% of portfolio

0.28%

Previous 0.27%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$89.66 - $102.16 $319,368 - $363,893	3,562 Added 11.4%	34,796 $3.37 Million
Q3 2024 Oct 23, 2024	SELL	$82.16 - $90.4 $688,418 - $757,461	-8,379 Reduced 21.15%	31,234 $2.82 Million
Q2 2024 Aug 13, 2024	SELL	$77.86 - $86.45 $191,535 - $212,667	-2,460 Reduced 5.85%	39,613 $3.39 Million
Q1 2024 May 15, 2024	BUY	$71.74 - $81.82 $89,961 - $102,602	1,254 Added 3.07%	42,073 $3.44 Million
Q4 2023 Feb 12, 2024	BUY	$63.09 - $73.1 $41,702 - $48,319	661 Added 1.65%	40,819 $2.97 Million
Q3 2023 Oct 11, 2023	BUY	$64.88 - $68.81 $32,310 - $34,267	498 Added 1.26%	40,158 $2.63 Million
Q2 2023 Aug 14, 2023	SELL	$56.13 - $65.3 $33,902 - $39,441	-604 Reduced 1.5%	39,660 $2.58 Million
Q1 2023 May 11, 2023	BUY	$48.61 - $59.39 $265,750 - $324,685	5,467 Added 15.71%	40,264 $2.33 Million
Q4 2022 Feb 13, 2023	SELL	$45.41 - $51.94 $272,369 - $311,536	-5,998 Reduced 14.7%	34,797 $1.67 Million
Q3 2022 Nov 07, 2022	BUY	$47.89 - $59.89 $196,157 - $245,309	4,096 Added 11.16%	40,795 $1.95 Million
Q2 2022 Aug 02, 2022	BUY	$53.08 - $71.2 $38,005 - $50,979	716 Added 1.99%	36,699 $1.99 Million
Q1 2022 May 03, 2022	BUY	$63.62 - $78.22 $251,299 - $308,969	3,950 Added 12.33%	35,983 $2.48 Million
Q4 2021 Feb 02, 2022	BUY	$73.63 - $82.12 $128,337 - $143,135	1,743 Added 5.75%	32,033 $2.49 Million
Q3 2021 Nov 02, 2021	BUY	$79.63 - $86.05 $173,911 - $187,933	2,184 Added 7.77%	30,290 $2.43 Million
Q2 2021 Aug 04, 2021	BUY	$74.58 - $81.56 $234,703 - $256,669	3,147 Added 12.61%	28,106 $2.28 Million
Q1 2021 May 04, 2021	BUY	$65.08 - $76.02 $48,029 - $56,102	738 Added 3.05%	24,959 $1.83 Million
Q4 2020 Feb 12, 2021	SELL	$58.74 - $67.48 $332,938 - $382,476	-5,668 Reduced 18.96%	24,221 $1.63 Million
Q3 2020 Nov 16, 2020	SELL	$55.2 - $65.14 $21,472 - $25,339	-389 Reduced 1.28%	29,889 $1.78 Million
Q2 2020 Jul 09, 2020	SELL	$42.15 - $56.55 $64,911 - $87,087	-1,540 Reduced 4.84%	30,278 $1.64 Million
Q1 2020 May 04, 2020	BUY	$40.22 - $57.58 $106,180 - $152,011	2,640 Added 9.05%	31,818 $1.41 Million
Q4 2019 Feb 13, 2020	SELL	$48.28 - $54.19 $820 - $921	-17 Reduced 0.06%	29,178 $1.57 Million
Q3 2019 Nov 14, 2019	BUY	$49.27 - $51.38 $12,021 - $12,536	244 Added 0.84%	29,195 $1.5 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-4,280 Reduced 12.88%	28,951 $1.42 Million
Q1 2019 May 15, 2019	BUY	N/A	331 Added 1.01%	33,231 $1.55 Million
Q4 2018 Feb 14, 2019	BUY	N/A	6,266 Added 23.53%	32,900 $1.49 Million
Q3 2018 Nov 13, 2018	BUY	N/A	26,634 New	26,634 $1.25 Million

Others Institutions Holding XLC

# of Institutions

1,095

Shares Held

180M

Call Options Held

2.57M

Put Options Held

2.73M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Select Sector Spdr Tr Communic Transaction History