Mount Yale Investment Advisors, LLC Utilities 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 Utilities Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,360 shares of XLU stock, worth $1.12 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,360

Previous 8,059 78.19%

Holding current value

$1.12 Million

Previous $609,000 83.74%

% of portfolio

0.1%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$74.7 - $80.27 $470,684 - $505,781	6,301 Added 78.19%	14,360 $1.12 Million
Q4 2024 Jan 22, 2025	SELL	$74.89 - $82.93 $167,678 - $185,680	-2,239 Reduced 21.74%	8,059 $609,000
Q3 2024 Oct 23, 2024	SELL	$67.67 - $80.78 $203,686 - $243,147	-3,010 Reduced 22.62%	10,298 $831,000
Q2 2024 Aug 13, 2024	SELL	$62.77 - $72.87 $139,412 - $161,844	-2,221 Reduced 14.3%	13,308 $906,000
Q1 2024 May 15, 2024	BUY	$59.95 - $65.65 $51,916 - $56,852	866 Added 5.91%	15,529 $1.02 Million
Q4 2023 Feb 12, 2024	BUY	$56.19 - $65.96 $25,285 - $29,681	450 Added 3.17%	14,663 $928,000
Q3 2023 Oct 11, 2023	SELL	$58.83 - $68.46 $146,780 - $170,807	-2,495 Reduced 14.93%	14,213 $837,000
Q2 2023 Aug 14, 2023	BUY	$64.34 - $69.97 $150,555 - $163,729	2,340 Added 16.29%	16,708 $1.09 Million
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $70,961 - $80,297	1,114 Added 8.41%	14,368 $972,000
Q4 2022 Feb 13, 2023	BUY	$61.52 - $72.67 $62,565 - $73,905	1,017 Added 8.31%	13,254 $934,000
Q3 2022 Nov 07, 2022	BUY	$65.51 - $78.12 $202,949 - $242,015	3,098 Added 33.9%	12,237 $802,000
Q2 2022 Aug 02, 2022	BUY	$64.87 - $76.96 $8,822 - $10,466	136 Added 1.51%	9,139 $641,000
Q1 2022 May 03, 2022	BUY	$65.03 - $74.54 $45,846 - $52,550	705 Added 8.5%	9,003 $670,000
Q4 2021 Feb 02, 2022	BUY	$63.88 - $71.58 $22,549 - $25,267	353 Added 4.44%	8,298 $594,000
Q3 2021 Nov 02, 2021	BUY	$63.56 - $70.07 $35,784 - $39,449	563 Added 7.63%	7,945 $508,000
Q2 2021 Aug 04, 2021	BUY	$63.23 - $67.72 $5,501 - $5,891	87 Added 1.19%	7,382 $467,000
Q1 2021 May 04, 2021	SELL	$58.36 - $64.15 $106,565 - $117,137	-1,826 Reduced 20.02%	7,295 $467,000
Q4 2020 Feb 12, 2021	BUY	$59.98 - $66.76 $147,370 - $164,029	2,457 Added 36.87%	9,121 $572,000
Q2 2020 Jul 09, 2020	BUY	$51.79 - $62.83 $32,472 - $39,394	627 Added 10.39%	6,664 $376,000
Q1 2020 May 04, 2020	SELL	$44.93 - $70.98 $123,153 - $194,556	-2,741 Reduced 31.23%	6,037 $335,000
Q4 2019 Feb 13, 2020	BUY	$61.37 - $64.82 $64,131 - $67,736	1,045 Added 13.51%	8,778 $606,000
Q3 2019 Nov 14, 2019	SELL	$62.5 - $64.93 $3,312 - $3,441	-53 Reduced 0.68%	7,733 $476,000
Q2 2019 Aug 13, 2019	BUY	N/A	565 Added 7.82%	7,786 $469,000
Q1 2019 May 15, 2019	SELL	N/A	-82 Reduced 1.12%	7,221 $420,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,221 Added 43.7%	7,303 $406,000
Q3 2018 Nov 13, 2018	BUY	N/A	2,582 Added 103.28%	5,082 $279,000
Q2 2018 Aug 22, 2018	BUY	N/A	151 Added 6.43%	2,500 $130,000
Q1 2018 Jun 25, 2018	BUY	N/A	2,349 New	2,349 $119,000

Others Institutions Holding XLU

# of Institutions

1,550

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Utilities Sector Spdr Transaction History