Mount Yale Investment Advisors, LLC Industrial Sector Spdr Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20,381 shares of XLI stock, worth $2.81 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

20,381

Previous 24,771 17.72%

Holding current value

$2.81 Million

Previous $3.35 Million 19.95%

% of portfolio

0.22%

Previous 0.33%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$131.76 - $143.99 $578,426 - $632,116	-4,390 Reduced 17.72%	20,381 $2.69 Million
Q3 2024 Oct 23, 2024	SELL	$120.56 - $135.44 $1.19 Million - $1.34 Million	-9,868 Reduced 28.49%	24,771 $3.35 Million
Q2 2024 Aug 13, 2024	SELL	$120.47 - $125.94 $216,966 - $226,817	-1,801 Reduced 4.94%	34,639 $4.22 Million
Q1 2024 May 15, 2024	BUY	$110.23 - $125.96 $154,101 - $176,092	1,398 Added 3.99%	36,440 $4.59 Million
Q4 2023 Feb 12, 2024	BUY	$96.44 - $114.13 $173,495 - $205,319	1,799 Added 5.41%	35,042 $3.99 Million
Q3 2023 Oct 11, 2023	BUY	$100.74 - $110.75 $43,721 - $48,065	434 Added 1.32%	33,243 $3.37 Million
Q2 2023 Aug 14, 2023	BUY	$96.85 - $107.32 $152,441 - $168,921	1,574 Added 5.04%	32,809 $3.52 Million
Q1 2023 May 11, 2023	BUY	$96.51 - $103.67 $162,715 - $174,787	1,686 Added 5.71%	31,235 $3.16 Million
Q4 2022 Feb 13, 2023	BUY	$84.74 - $102.33 $519,879 - $627,794	6,135 Added 26.2%	29,549 $2.9 Million
Q3 2022 Nov 07, 2022	BUY	$82.84 - $100.53 $12,011 - $14,576	145 Added 0.62%	23,414 $1.94 Million
Q2 2022 Aug 02, 2022	BUY	$85.56 - $102.18 $56,982 - $68,051	666 Added 2.95%	23,269 $2.03 Million
Q1 2022 May 03, 2022	BUY	$95.6 - $107.05 $7,839 - $8,778	82 Added 0.36%	22,603 $2.33 Million
Q4 2021 Feb 02, 2022	BUY	$98.64 - $107.12 $149,045 - $161,858	1,511 Added 7.19%	22,521 $2.38 Million
Q3 2021 Nov 02, 2021	BUY	$97.84 - $105.53 $198,321 - $213,909	2,027 Added 10.68%	21,010 $2.06 Million
Q2 2021 Aug 04, 2021	BUY	$98.78 - $105.53 $116,560 - $124,525	1,180 Added 6.63%	18,983 $1.94 Million
Q1 2021 May 04, 2021	BUY	$84.77 - $98.77 $178,017 - $207,417	2,100 Added 13.37%	17,803 $1.75 Million
Q4 2020 Feb 12, 2021	SELL	$74.87 - $89.65 $54,879 - $65,713	-733 Reduced 4.46%	15,703 $1.39 Million
Q3 2020 Nov 16, 2020	SELL	$67.14 - $79.9 $20,947 - $24,928	-312 Reduced 1.86%	16,436 $1.27 Million
Q2 2020 Jul 09, 2020	SELL	$56.34 - $76.29 $124,793 - $168,982	-2,215 Reduced 11.68%	16,748 $1.15 Million
Q1 2020 May 04, 2020	BUY	$48.77 - $85.23 $61,840 - $108,071	1,268 Added 7.17%	18,963 $1.12 Million
Q4 2019 Feb 13, 2020	BUY	$74.07 - $82.5 $17,332 - $19,305	234 Added 1.34%	17,695 $1.44 Million
Q3 2019 Nov 14, 2019	BUY	$77.22 - $79.35 $14,208 - $14,600	184 Added 1.06%	17,461 $1.43 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,571 Reduced 8.34%	17,277 $1.29 Million
Q1 2019 May 15, 2019	SELL	N/A	-371 Reduced 1.93%	18,848 $1.41 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,524 Added 22.45%	19,219 $1.41 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-1,826 Reduced 10.42%	15,695 $1.15 Million
Q2 2018 Aug 22, 2018	BUY	N/A	1,259 Added 7.74%	17,521 $1.26 Million
Q1 2018 Jun 25, 2018	BUY	N/A	16,262 New	16,262 $1.21 Million

Others Institutions Holding XLI

# of Institutions

1,537

Shares Held

141M

Call Options Held

23.1M

Put Options Held

38.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Industrial Sector Spdr Transaction History