Mount Yale Investment Advisors, LLC Select Sector Spdr Fund Health 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 Fund Health stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 27,445 shares of XLV stock, worth $4.03 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

27,445

Previous 32,158 14.66%

Holding current value

$4.03 Million

Previous $4.95 Million 23.77%

% of portfolio

0.31%

Previous 0.48%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$136.28 - $154.74 $642,287 - $729,289	-4,713 Reduced 14.66%	27,445 $3.78 Million
Q3 2024 Oct 23, 2024	SELL	$143.3 - $157.24 $289,179 - $317,310	-2,018 Reduced 5.9%	32,158 $4.95 Million
Q2 2024 Aug 13, 2024	BUY	$138.43 - $147.09 $6,367 - $6,766	46 Added 0.13%	34,176 $4.98 Million
Q1 2024 May 15, 2024	BUY	$138.48 - $147.86 $193,041 - $206,116	1,394 Added 4.26%	34,130 $5.04 Million
Q4 2023 Feb 12, 2024	SELL	$123.14 - $136.38 $415,966 - $460,691	-3,378 Reduced 9.35%	32,736 $4.46 Million
Q3 2023 Oct 11, 2023	SELL	$128.74 - $136.24 $417,375 - $441,690	-3,242 Reduced 8.24%	36,114 $4.65 Million
Q2 2023 Aug 14, 2023	BUY	$126.74 - $135.66 $301,641 - $322,870	2,380 Added 6.44%	39,356 $5.22 Million
Q1 2023 May 11, 2023	BUY	$124.15 - $135.82 $420,868 - $460,429	3,390 Added 10.09%	36,976 $4.79 Million
Q4 2022 Feb 13, 2023	BUY	$121.85 - $140.1 $293,536 - $337,500	2,409 Added 7.73%	33,586 $4.56 Million
Q3 2022 Nov 07, 2022	BUY	$121.11 - $134.29 $524,406 - $581,475	4,330 Added 16.13%	31,177 $3.78 Million
Q2 2022 Aug 02, 2022	BUY	$119.89 - $142.83 $138,592 - $165,111	1,156 Added 4.5%	26,847 $3.44 Million
Q1 2022 May 03, 2022	BUY	$126.55 - $139.44 $996,454 - $1.1 Million	7,874 Added 44.19%	25,691 $3.52 Million
Q4 2021 Feb 02, 2022	BUY	$125.34 - $141.49 $135,617 - $153,092	1,082 Added 6.47%	17,817 $2.51 Million
Q3 2021 Nov 02, 2021	BUY	$127.07 - $136.85 $272,056 - $292,995	2,141 Added 14.67%	16,735 $2.13 Million
Q2 2021 Aug 04, 2021	BUY	$116.39 - $126.03 $16,760 - $18,148	144 Added 1.0%	14,594 $1.84 Million
Q1 2021 May 04, 2021	SELL	$110.8 - $118.5 $426,690 - $456,343	-3,851 Reduced 21.04%	14,450 $1.69 Million
Q4 2020 Feb 12, 2021	BUY	$101.66 - $113.44 $122,906 - $137,148	1,209 Added 7.07%	18,301 $2.08 Million
Q3 2020 Nov 16, 2020	SELL	$100.71 - $109.44 $19,537 - $21,231	-194 Reduced 1.12%	17,092 $1.8 Million
Q2 2020 Jul 09, 2020	SELL	$85.21 - $103.92 $63,311 - $77,212	-743 Reduced 4.12%	17,286 $1.73 Million
Q1 2020 May 04, 2020	SELL	$74.62 - $104.73 $196,698 - $276,068	-2,636 Reduced 12.76%	18,029 $1.6 Million
Q4 2019 Feb 13, 2020	SELL	$87.95 - $103.11 $48,284 - $56,607	-549 Reduced 2.59%	20,665 $2.05 Million
Q3 2019 Nov 14, 2019	BUY	$89.33 - $92.0 $10,004 - $10,304	112 Added 0.53%	21,214 $2.02 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-783 Reduced 3.58%	21,102 $1.9 Million
Q1 2019 May 15, 2019	BUY	N/A	348 Added 1.62%	21,885 $2.01 Million
Q4 2018 Feb 14, 2019	BUY	N/A	702 Added 3.37%	21,537 $1.94 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,034 Added 5.22%	20,835 $1.94 Million
Q2 2018 Aug 22, 2018	BUY	N/A	1,176 Added 6.31%	19,801 $1.65 Million
Q1 2018 Jun 25, 2018	BUY	N/A	18,625 New	18,625 $1.52 Million

Others Institutions Holding XLV

# of Institutions

1,987

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History