Mount Yale Investment Advisors, LLC Select Sector Spdr Fd Material Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,219 shares of XLB stock, worth $547,582. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,219
Previous 6,494 4.23%
Holding current value
$547,582
Previous $552,000 1.09%
% of portfolio
0.05%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$74.27 - $88.92 $20,424 - $24,453
-275 Reduced 4.23%
6,219 $546,000
Q1 2025

Apr 16, 2025
SELL
$83.19 - $90.99 $31,445 - $34,394
-378 Reduced 5.5%
6,494 $552,000
Q4 2024

Jan 22, 2025
SELL
$83.8 - $97.58 $156,789 - $182,572
-1,871 Reduced 21.4%
6,872 $578,000
Q3 2024

Oct 23, 2024
SELL
$86.95 - $97.09 $154,423 - $172,431
-1,776 Reduced 16.88%
8,743 $842,000
Q2 2024

Aug 13, 2024
SELL
$88.28 - $93.06 $210,900 - $222,320
-2,389 Reduced 18.51%
10,519 $928,000
Q1 2024

May 15, 2024
BUY
$80.98 - $92.89 $43,405 - $49,789
536 Added 4.33%
12,908 $1.2 Million
Q4 2023

Feb 12, 2024
BUY
$74.46 - $86.21 $29,486 - $34,139
396 Added 3.31%
12,372 $1.06 Million
Q3 2023

Oct 11, 2023
BUY
$77.84 - $85.72 $44,913 - $49,460
577 Added 5.06%
11,976 $940,000
Q2 2023

Aug 14, 2023
BUY
$75.02 - $82.87 $41,110 - $45,412
548 Added 5.05%
11,399 $944,000
Q1 2023

May 11, 2023
BUY
$75.51 - $85.21 $34,206 - $38,600
453 Added 4.36%
10,851 $875,000
Q4 2022

Feb 13, 2023
BUY
$68.18 - $83.76 $31,294 - $38,445
459 Added 4.62%
10,398 $807,000
Q3 2022

Nov 07, 2022
BUY
$67.32 - $81.52 $167,694 - $203,066
2,491 Added 33.45%
9,939 $676,000
Q2 2022

Aug 02, 2022
BUY
$73.54 - $90.55 $5,000 - $6,157
68 Added 0.92%
7,448 $548,000
Q1 2022

May 03, 2022
BUY
$79.77 - $90.53 $62,300 - $70,703
781 Added 11.84%
7,380 $651,000
Q4 2021

Feb 02, 2022
SELL
$80.02 - $90.61 $72,738 - $82,364
-909 Reduced 12.11%
6,599 $598,000
Q3 2021

Nov 02, 2021
BUY
$79.11 - $86.51 $45,092 - $49,310
570 Added 8.22%
7,508 $594,000
Q2 2021

Aug 04, 2021
BUY
$79.26 - $88.68 $6,103 - $6,828
77 Added 1.12%
6,938 $571,000
Q1 2021

May 04, 2021
BUY
$70.64 - $79.69 $90,066 - $101,604
1,275 Added 22.82%
6,861 $541,000
Q4 2020

Feb 12, 2021
SELL
$61.94 - $72.39 $14,122 - $16,504
-228 Reduced 3.92%
5,586 $404,000
Q3 2020

Nov 16, 2020
SELL
$56.47 - $66.87 $4,856 - $5,750
-86 Reduced 1.46%
5,814 $370,000
Q2 2020

Jul 09, 2020
SELL
$42.61 - $59.91 $6,945 - $9,765
-163 Reduced 2.69%
5,900 $332,000
Q1 2020

May 04, 2020
SELL
$38.35 - $61.14 $2,531 - $4,035
-66 Reduced 1.08%
6,063 $273,000
Q4 2019

Feb 13, 2020
BUY
$55.13 - $61.42 $4,300 - $4,790
78 Added 1.29%
6,129 $353,000
Q3 2019

Nov 14, 2019
BUY
$56.94 - $59.14 $3,587 - $3,725
63 Added 1.05%
6,051 $365,000
Q2 2019

Aug 13, 2019
BUY
N/A
412 Added 7.39%
5,988 $342,000
Q1 2019

May 15, 2019
BUY
N/A
96 Added 1.75%
5,576 $309,000
Q4 2018

Feb 14, 2019
BUY
N/A
167 Added 3.14%
5,480 $289,000
Q3 2018

Nov 13, 2018
SELL
N/A
-271 Reduced 4.85%
5,313 $298,000
Q2 2018

Aug 22, 2018
BUY
N/A
341 Added 6.5%
5,584 $324,000
Q1 2018

Jun 25, 2018
BUY
N/A
5,243 New
5,243 $299,000

Others Institutions Holding XLB

# of Institutions
927
Shares Held
53.4M
Call Options Held
12M
Put Options Held
15.3M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email