Mount Yale Investment Advisors, LLC Financial Sector Spdr Transaction History

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 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 64,399 shares of XLF stock, worth $3.38 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
64,399
Previous 93,504 31.13%
Holding current value
$3.38 Million
Previous $4.9 Million 29.15%
% of portfolio
0.25%
Previous 0.4%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$51.37 - $54.25 $1.5 Million - $1.58 Million
-29,105 Reduced 31.13%
64,399 $3.47 Million
Q2 2025

Aug 12, 2025
SELL
$43.92 - $52.37 $271,996 - $324,327
-6,193 Reduced 6.21%
93,504 $4.9 Million
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
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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