Mount Yale Investment Advisors, LLC Consumer Staples 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 Consumer Staples Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20,624 shares of XLP stock, worth $1.57 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,624
Previous 26,209 21.31%
Holding current value
$1.57 Million
Previous $1.99 Million 21.29%
% of portfolio
0.13%
Previous 0.19%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-5,585 Reduced 21.31%
20,624 $1.57 Million
Q3 2024

Oct 23, 2024
SELL
$76.04 - $76.04 $205,688 - $205,688
-2,705 Reduced 9.36%
26,209 $1.99 Million
Q2 2024

Aug 13, 2024
SELL
$73.08 - $78.4 $100,923 - $108,270
-1,381 Reduced 4.56%
28,914 $2.21 Million
Q1 2024

May 15, 2024
BUY
$71.59 - $76.36 $99,510 - $106,140
1,390 Added 4.81%
30,295 $2.31 Million
Q4 2023

Feb 12, 2024
BUY
$66.22 - $72.3 $62,776 - $68,540
948 Added 3.39%
28,905 $2.08 Million
Q3 2023

Oct 11, 2023
SELL
$68.8 - $76.1 $281,942 - $311,857
-4,098 Reduced 12.78%
27,957 $1.92 Million
Q2 2023

Aug 14, 2023
BUY
$72.59 - $77.5 $149,390 - $159,495
2,058 Added 6.86%
32,055 $2.38 Million
Q1 2023

May 11, 2023
BUY
$71.11 - $75.78 $130,842 - $139,435
1,840 Added 6.53%
29,997 $2.24 Million
Q4 2022

Feb 13, 2023
SELL
$71.53 - $77.19 $37,410 - $40,370
-523 Reduced 1.82%
28,157 $2.1 Million
Q3 2022

Nov 07, 2022
BUY
N/A
7,729 Added 36.89%
28,680 $1.91 Million
Q2 2022

Aug 02, 2022
BUY
N/A
283 Added 1.37%
20,951 $1.51 Million
Q1 2022

May 03, 2022
BUY
N/A
2,106 Added 11.35%
20,668 $1.57 Million
Q4 2021

Feb 02, 2022
BUY
N/A
721 Added 4.04%
18,562 $1.43 Million
Q3 2021

Nov 02, 2021
BUY
N/A
1,338 Added 8.11%
17,841 $1.23 Million
Q2 2021

Aug 04, 2021
BUY
N/A
179 Added 1.1%
16,503 $1.16 Million
Q1 2021

May 04, 2021
BUY
N/A
798 Added 5.14%
16,324 $1.12 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-557 Reduced 3.46%
15,526 $1.05 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-274 Reduced 1.68%
16,083 $1.03 Million
Q2 2020

Jul 09, 2020
SELL
N/A
-6,027 Reduced 26.93%
16,357 $959,000
Q1 2020

May 04, 2020
SELL
N/A
-4,590 Reduced 17.02%
22,384 $1.22 Million
Q4 2019

Feb 13, 2020
BUY
N/A
295 Added 1.11%
26,974 $1.7 Million
Q3 2019

Nov 14, 2019
BUY
N/A
123 Added 0.46%
26,679 $1.62 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,552 Added 6.21%
26,556 $1.56 Million
Q1 2019

May 15, 2019
BUY
N/A
668 Added 2.74%
25,004 $1.4 Million
Q4 2018

Feb 14, 2019
BUY
N/A
8,021 Added 49.16%
24,336 $1.31 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-1,273 Reduced 7.24%
16,315 $921,000
Q2 2018

Aug 22, 2018
BUY
N/A
1,286 Added 7.89%
17,588 $906,000
Q1 2018

Jun 25, 2018
BUY
N/A
16,302 New
16,302 $858,000

Others Institutions Holding XLP

# of Institutions
1,320
Shares Held
168M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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