Mount Yale Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,437 shares of XLY stock, worth $1.26 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,437
Previous 13,637
60.13%
Holding current value
$1.26 Million
Previous $2.96 Million
56.06%
% of portfolio
0.09%
Previous 0.24%
Shares
31 transactions
Others Institutions Holding XLY
# of Institutions
1,513Shares Held
95.3MCall Options Held
5.51MPut Options Held
12.9M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Ubs Group Ag3MShares$693 Million0.12% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.84MShares$656 Million2.92% of portfolio