Mount Yale Investment Advisors, LLC Technology 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 Technology Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 43,543 shares of XLK stock, worth $10.5 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

43,543

Previous 55,664 21.78%

Holding current value

$10.5 Million

Previous $12.6 Million 19.43%

% of portfolio

0.84%

Previous 1.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$220.26 - $241.44 $2.67 Million - $2.93 Million	-12,121 Reduced 21.78%	43,543 $10.1 Million
Q3 2024 Oct 23, 2024	BUY	$197.34 - $237.68 $928,879 - $1.12 Million	4,707 Added 9.24%	55,664 $12.6 Million
Q2 2024 Aug 13, 2024	SELL	$192.53 - $231.41 $1.65 Million - $1.99 Million	-8,593 Reduced 14.43%	50,957 $11.5 Million
Q1 2024 May 15, 2024	BUY	$184.12 - $211.02 $398,619 - $456,858	2,165 Added 3.77%	59,550 $12.4 Million
Q4 2023 Feb 12, 2024	BUY	$160.19 - $193.07 $274,565 - $330,921	1,714 Added 3.08%	57,385 $11 Million
Q3 2023 Oct 11, 2023	BUY	$161.97 - $180.26 $2.48 Million - $2.76 Million	15,308 Added 37.93%	55,671 $9.13 Million
Q2 2023 Aug 14, 2023	BUY	$143.97 - $174.63 $231,935 - $281,328	1,611 Added 4.16%	40,363 $7.02 Million
Q1 2023 May 11, 2023	SELL	$121.18 - $151.01 $883,644 - $1.1 Million	-7,292 Reduced 15.84%	38,752 $5.85 Million
Q4 2022 Feb 13, 2023	SELL	$116.56 - $136.15 $451,786 - $527,717	-3,876 Reduced 7.76%	46,044 $5.73 Million
Q3 2022 Nov 07, 2022	BUY	$118.78 - $151.56 $371,187 - $473,625	3,125 Added 6.68%	49,920 $5.93 Million
Q2 2022 Aug 02, 2022	BUY	$123.49 - $161.47 $179,554 - $234,777	1,454 Added 3.21%	46,795 $5.95 Million
Q1 2022 May 03, 2022	BUY	$141.39 - $175.52 $1.21 Million - $1.5 Million	8,565 Added 23.29%	45,341 $7.21 Million
Q4 2021 Feb 02, 2022	BUY	$148.06 - $176.65 $168,492 - $201,027	1,138 Added 3.19%	36,776 $6.39 Million
Q3 2021 Nov 02, 2021	BUY	$147.91 - $159.7 $363,562 - $392,542	2,458 Added 7.41%	35,638 $5.32 Million
Q2 2021 Aug 04, 2021	SELL	$131.31 - $147.82 $337,335 - $379,749	-2,569 Reduced 7.19%	33,180 $4.9 Million
Q1 2021 May 04, 2021	BUY	$125.83 - $138.59 $46,808 - $51,555	372 Added 1.05%	35,749 $4.75 Million
Q4 2020 Feb 12, 2021	SELL	$110.86 - $130.52 $142,676 - $167,979	-1,287 Reduced 3.51%	35,377 $4.6 Million
Q3 2020 Nov 16, 2020	SELL	$104.66 - $127.03 $11,931 - $14,481	-114 Reduced 0.31%	36,664 $4.28 Million
Q2 2020 Jul 09, 2020	SELL	$76.54 - $104.63 $82,280 - $112,477	-1,075 Reduced 2.84%	36,778 $3.84 Million
Q1 2020 May 04, 2020	SELL	$70.4 - $102.79 $105,107 - $153,465	-1,493 Reduced 3.79%	37,853 $3.04 Million
Q4 2019 Feb 13, 2020	SELL	$78.28 - $91.92 $62,937 - $73,903	-804 Reduced 2.0%	39,346 $3.75 Million
Q3 2019 Nov 14, 2019	BUY	$79.69 - $81.76 $35,541 - $36,464	446 Added 1.12%	40,150 $3.47 Million
Q2 2019 Aug 13, 2019	BUY	N/A	16,735 Added 72.86%	39,704 $3.08 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,037 Reduced 4.32%	22,969 $1.7 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-12,849 Reduced 34.86%	24,006 $1.63 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-7,066 Reduced 16.09%	36,855 $2.62 Million
Q2 2018 Aug 22, 2018	BUY	N/A	2,593 Added 6.27%	43,921 $3.05 Million
Q1 2018 Jun 25, 2018	BUY	N/A	41,328 New	41,328 $2.7 Million

Others Institutions Holding XLK

# of Institutions

2,265

Shares Held

170M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Technology Sector Spdr Transaction History