Mount Yale Investment Advisors, LLC Industrial Sector Spdr Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 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 24,771 shares of XLI stock, worth $3.51 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
24,771
Previous 34,639 28.49%
Holding current value
$3.51 Million
Previous $4.22 Million 20.54%
% of portfolio
0.33%
Previous 0.34%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,424
Shares Held
143M
Call Options Held
20.8M
Put Options Held
27.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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