Mount Yale Investment Advisors, LLC Financial Sector Spdr Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 99,697 shares of XLF stock, worth $4.65 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

99,697

Previous 116,786 14.63%

Holding current value

$4.65 Million

Previous $5.64 Million 13.08%

% of portfolio

0.44%

Previous 0.47%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$47.32 - $52.19 $808,651 - $891,874	-17,089 Reduced 14.63%	99,697 $4.91 Million
Q4 2024 Jan 22, 2025	SELL	$44.89 - $51.34 $1.26 Million - $1.44 Million	-28,127 Reduced 19.41%	116,786 $5.64 Million
Q3 2024 Oct 23, 2024	SELL	$40.84 - $45.74 $1.01 Million - $1.13 Million	-24,750 Reduced 14.59%	144,913 $6.57 Million
Q2 2024 Aug 13, 2024	SELL	$39.59 - $42.49 $267,667 - $287,274	-6,761 Reduced 3.83%	169,663 $6.97 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $1.27 Million - $1.43 Million	33,993 Added 23.87%	176,424 $7.43 Million
Q4 2023 Feb 12, 2024	BUY	$31.45 - $37.72 $97,117 - $116,479	3,088 Added 2.22%	142,431 $5.36 Million
Q3 2023 Oct 11, 2023	SELL	$33.17 - $35.6 $1.03 Million - $1.1 Million	-30,922 Reduced 18.16%	139,343 $4.62 Million
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $285,653 - $305,210	9,054 Added 5.62%	170,265 $5.74 Million
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $1.11 Million - $1.33 Million	35,837 Added 28.58%	161,211 $5.18 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $866,869 - $1.04 Million	28,619 Added 29.58%	125,374 $4.29 Million
Q3 2022 Nov 07, 2022	SELL	$30.36 - $35.81 $219,806 - $259,264	-7,240 Reduced 6.96%	96,755 $2.94 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $86,937 - $107,742	2,819 Added 2.79%	103,995 $3.27 Million
Q1 2022 May 03, 2022	BUY	$35.66 - $41.42 $111,687 - $129,727	3,132 Added 3.19%	101,176 $3.88 Million
Q4 2021 Feb 02, 2022	BUY	$37.54 - $40.62 $183,082 - $198,103	4,877 Added 5.23%	98,044 $3.83 Million
Q3 2021 Nov 02, 2021	BUY	$35.11 - $39.0 $431,958 - $479,817	12,303 Added 15.21%	93,167 $3.5 Million
Q2 2021 Aug 04, 2021	BUY	$34.47 - $38.47 $437,493 - $488,261	12,692 Added 18.62%	80,864 $2.97 Million
Q1 2021 May 04, 2021	SELL	$28.95 - $34.77 $195,094 - $234,315	-6,739 Reduced 9.0%	68,172 $2.32 Million
Q4 2020 Feb 12, 2021	SELL	$23.61 - $29.48 $41,199 - $51,442	-1,745 Reduced 2.28%	74,911 $2.21 Million
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $66,089 - $74,277	2,914 Added 3.95%	76,656 $1.85 Million
Q2 2020 Jul 09, 2020	BUY	$19.55 - $26.74 $1,192 - $1,631	61 Added 0.08%	73,742 $1.71 Million
Q1 2020 May 04, 2020	BUY	$17.66 - $31.17 $124,750 - $220,184	7,064 Added 10.6%	73,681 $1.53 Million
Q4 2019 Feb 13, 2020	SELL	$26.78 - $30.94 $83,419 - $96,378	-3,115 Reduced 4.47%	66,617 $2 Million
Q3 2019 Nov 14, 2019	BUY	$27.86 - $28.52 $6,268 - $6,417	225 Added 0.32%	69,732 $2.08 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,098 Reduced 1.56%	69,507 $1.86 Million
Q1 2019 May 15, 2019	BUY	N/A	289 Added 0.41%	70,605 $1.82 Million
Q4 2018 Feb 14, 2019	BUY	N/A	9,980 Added 16.54%	70,316 $1.81 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-8,345 Reduced 12.15%	60,336 $1.65 Million
Q2 2018 Aug 22, 2018	BUY	N/A	4,695 Added 7.34%	68,681 $1.83 Million
Q1 2018 Jun 25, 2018	BUY	N/A	63,986 New	63,986 $1.76 Million

Others Institutions Holding XLF

# of Institutions

2,057

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Mount Yale Investment Advisors, LLC Financial Sector Spdr Transaction History