Mount Yale Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,386 shares of XLRE stock, worth $597,162. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,386
Previous 18,462 22.08%
Holding current value
$597,162
Previous $824,000 29.0%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 22, 2025
SELL
$40.06 - $45.21 $163,284 - $184,275
-4,076 Reduced 22.08%
14,386 $585,000
Q3 2024

Oct 23, 2024
SELL
$38.04 - $45.36 $210,361 - $250,840
-5,530 Reduced 23.05%
18,462 $824,000
Q2 2024

Aug 13, 2024
SELL
$35.73 - $39.2 $159,820 - $175,341
-4,473 Reduced 15.71%
23,992 $921,000
Q1 2024

May 15, 2024
BUY
$37.55 - $40.43 $66,388 - $71,480
1,768 Added 6.62%
28,465 $1.13 Million
Q4 2023

Feb 12, 2024
BUY
$32.19 - $40.5 $21,309 - $26,811
662 Added 2.54%
26,697 $1.07 Million
Q3 2023

Oct 11, 2023
SELL
$33.6 - $38.97 $47,846 - $55,493
-1,424 Reduced 5.19%
26,035 $887,000
Q2 2023

Aug 14, 2023
BUY
$35.21 - $37.75 $142,248 - $152,510
4,040 Added 17.25%
27,459 $1.03 Million
Q1 2023

May 11, 2023
SELL
$34.62 - $41.83 $64,531 - $77,971
-1,864 Reduced 7.37%
23,419 $875,000
Q4 2022

Feb 13, 2023
BUY
$33.77 - $39.47 $182,560 - $213,374
5,406 Added 27.2%
25,283 $933,000
Q3 2022

Nov 07, 2022
BUY
$35.63 - $45.74 $71,295 - $91,525
2,001 Added 11.19%
19,877 $716,000
Q2 2022

Aug 02, 2022
BUY
$38.85 - $50.6 $13,442 - $17,507
346 Added 1.97%
17,876 $730,000
Q1 2022

May 03, 2022
BUY
$43.98 - $51.33 $94,688 - $110,513
2,153 Added 14.0%
17,530 $847,000
Q4 2021

Feb 02, 2022
BUY
$44.62 - $51.81 $169,020 - $196,256
3,788 Added 32.69%
15,377 $797,000
Q3 2021

Nov 02, 2021
BUY
$44.45 - $48.73 $33,204 - $36,401
747 Added 6.89%
11,589 $515,000
Q2 2021

Aug 04, 2021
SELL
$40.12 - $45.73 $10,190 - $11,615
-254 Reduced 2.29%
10,842 $481,000
Q1 2021

May 04, 2021
BUY
$35.06 - $39.91 $35,901 - $40,867
1,024 Added 10.17%
11,096 $438,000
Q4 2020

Feb 12, 2021
BUY
$33.98 - $37.77 $9,786 - $10,877
288 Added 2.94%
10,072 $368,000
Q3 2020

Nov 16, 2020
BUY
$33.85 - $37.14 $9,037 - $9,916
267 Added 2.81%
9,784 $345,000
Q2 2020

Jul 09, 2020
SELL
$29.12 - $37.86 $19,947 - $25,934
-685 Reduced 6.71%
9,517 $331,000
Q1 2020

May 04, 2020
SELL
$25.46 - $41.93 $112,456 - $185,204
-4,417 Reduced 30.21%
10,202 $316,000
Q4 2019

Feb 13, 2020
BUY
$37.47 - $40.18 $70,218 - $75,297
1,874 Added 14.7%
14,619 $574,000
Q3 2019

Nov 14, 2019
BUY
$38.59 - $39.55 $33,611 - $34,448
871 Added 7.34%
12,745 $479,000
Q2 2019

Aug 13, 2019
BUY
N/A
1,328 Added 12.59%
11,874 $450,000
Q1 2019

May 15, 2019
BUY
N/A
243 Added 2.36%
10,546 $382,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,779 Added 20.87%
10,303 $357,000
Q3 2018

Nov 13, 2018
BUY
N/A
353 Added 4.32%
8,524 $281,000
Q2 2018

Aug 22, 2018
BUY
N/A
496 Added 6.46%
8,171 $267,000
Q1 2018

Jun 25, 2018
BUY
N/A
7,675 New
7,675 $239,000

Others Institutions Holding XLRE

# of Institutions
853
Shares Held
135M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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