Mount Yale Investment Advisors, LLC Energy Sector Spdr Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,736 shares of XLE stock, worth $1.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,736

Previous 15,533 11.57%

Holding current value

$1.27 Million

Previous $1.36 Million 13.72%

% of portfolio

0.1%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$83.32 - $97.27 $149,726 - $174,794	-1,797 Reduced 11.57%	13,736 $1.18 Million
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $226,057 - $250,285	-2,680 Reduced 14.71%	15,533 $1.36 Million
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $37,505 - $41,782	-426 Reduced 2.29%	18,213 $1.66 Million
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $1.1 Million - $1.3 Million	-13,793 Reduced 42.53%	18,639 $1.76 Million
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $31,749 - $35,956	391 Added 1.22%	32,432 $2.72 Million
Q3 2023 Oct 11, 2023	BUY	$79.09 - $93.36 $86,445 - $102,042	1,093 Added 3.53%	32,041 $2.9 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $97,728 - $111,305	1,276 Added 4.3%	30,948 $2.51 Million
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $253,539 - $306,704	3,294 Added 12.49%	29,672 $2.46 Million
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $212,823 - $263,141	-2,797 Reduced 9.59%	26,378 $2.31 Million
Q3 2022 Nov 07, 2022	BUY	$67.49 - $84.09 $36,512 - $45,492	541 Added 1.89%	29,175 $2.1 Million
Q2 2022 Aug 02, 2022	SELL	$70.66 - $92.28 $51,157 - $66,810	-724 Reduced 2.47%	28,634 $2.05 Million
Q1 2022 May 03, 2022	BUY	$57.22 - $78.75 $69,636 - $95,838	1,217 Added 4.32%	29,358 $2.24 Million
Q4 2021 Feb 02, 2022	BUY	$53.01 - $59.14 $286,678 - $319,829	5,408 Added 23.79%	28,141 $1.56 Million
Q3 2021 Nov 02, 2021	BUY	$45.79 - $54.81 $348,461 - $417,104	7,610 Added 50.32%	22,733 $1.18 Million
Q2 2021 Aug 04, 2021	BUY	$47.07 - $56.19 $80,207 - $95,747	1,704 Added 12.7%	15,123 $815,000
Q1 2021 May 04, 2021	BUY	$37.96 - $53.57 $120,409 - $169,924	3,172 Added 30.96%	13,419 $658,000
Q4 2020 Feb 12, 2021	SELL	$27.71 - $41.6 $12,774 - $19,177	-461 Reduced 4.31%	10,247 $388,000
Q3 2020 Nov 16, 2020	BUY	$29.95 - $38.58 $1,227 - $1,581	41 Added 0.38%	10,708 $321,000
Q2 2020 Jul 09, 2020	SELL	$27.62 - $46.86 $118,545 - $201,123	-4,292 Reduced 28.69%	10,667 $404,000
Q1 2020 May 04, 2020	BUY	$23.57 - $60.87 $82,282 - $212,497	3,491 Added 30.44%	14,959 $435,000
Q4 2019 Feb 13, 2020	SELL	$55.9 - $61.99 $11,962 - $13,265	-214 Reduced 1.83%	11,468 $613,000
Q3 2019 Nov 14, 2019	BUY	$59.2 - $63.13 $10,892 - $11,615	184 Added 1.6%	11,682 $701,000
Q2 2019 Aug 13, 2019	BUY	N/A	942 Added 8.92%	11,498 $668,000
Q1 2019 May 15, 2019	SELL	N/A	-43 Reduced 0.41%	10,556 $698,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,409 Reduced 18.52%	10,599 $670,000
Q3 2018 Nov 13, 2018	BUY	N/A	3,834 Added 41.79%	13,008 $912,000
Q2 2018 Aug 22, 2018	BUY	N/A	182 Added 2.02%	9,174 $697,000
Q1 2018 Jun 25, 2018	BUY	N/A	8,992 New	8,992 $606,000

Others Institutions Holding XLE

# of Institutions

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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 Energy Sector Spdr Transaction History