Mount Yale Investment Advisors, LLC Utilities 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 Utilities Sector Spdr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,059 shares of XLU stock, worth $629,730. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,059
Previous 10,298 21.74%
Holding current value
$629,730
Previous $831,000 26.71%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 22, 2025
SELL
$74.89 - $82.93 $167,678 - $185,680
-2,239 Reduced 21.74%
8,059 $609,000
Q3 2024

Oct 23, 2024
SELL
$67.67 - $80.78 $203,686 - $243,147
-3,010 Reduced 22.62%
10,298 $831,000
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $139,412 - $161,844
-2,221 Reduced 14.3%
13,308 $906,000
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $51,916 - $56,852
866 Added 5.91%
15,529 $1.02 Million
Q4 2023

Feb 12, 2024
BUY
$56.19 - $65.96 $25,285 - $29,681
450 Added 3.17%
14,663 $928,000
Q3 2023

Oct 11, 2023
SELL
$58.83 - $68.46 $146,780 - $170,807
-2,495 Reduced 14.93%
14,213 $837,000
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $150,555 - $163,729
2,340 Added 16.29%
16,708 $1.09 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $70,961 - $80,297
1,114 Added 8.41%
14,368 $972,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $62,565 - $73,905
1,017 Added 8.31%
13,254 $934,000
Q3 2022

Nov 07, 2022
BUY
$65.51 - $78.12 $202,949 - $242,015
3,098 Added 33.9%
12,237 $802,000
Q2 2022

Aug 02, 2022
BUY
$64.87 - $76.96 $8,822 - $10,466
136 Added 1.51%
9,139 $641,000
Q1 2022

May 03, 2022
BUY
$65.03 - $74.54 $45,846 - $52,550
705 Added 8.5%
9,003 $670,000
Q4 2021

Feb 02, 2022
BUY
$63.88 - $71.58 $22,549 - $25,267
353 Added 4.44%
8,298 $594,000
Q3 2021

Nov 02, 2021
BUY
$63.56 - $70.07 $35,784 - $39,449
563 Added 7.63%
7,945 $508,000
Q2 2021

Aug 04, 2021
BUY
$63.23 - $67.72 $5,501 - $5,891
87 Added 1.19%
7,382 $467,000
Q1 2021

May 04, 2021
SELL
$58.36 - $64.15 $106,565 - $117,137
-1,826 Reduced 20.02%
7,295 $467,000
Q4 2020

Feb 12, 2021
BUY
$59.98 - $66.76 $147,370 - $164,029
2,457 Added 36.87%
9,121 $572,000
Q2 2020

Jul 09, 2020
BUY
$51.79 - $62.83 $32,472 - $39,394
627 Added 10.39%
6,664 $376,000
Q1 2020

May 04, 2020
SELL
$44.93 - $70.98 $123,153 - $194,556
-2,741 Reduced 31.23%
6,037 $335,000
Q4 2019

Feb 13, 2020
BUY
$61.37 - $64.82 $64,131 - $67,736
1,045 Added 13.51%
8,778 $606,000
Q3 2019

Nov 14, 2019
SELL
$62.5 - $64.93 $3,312 - $3,441
-53 Reduced 0.68%
7,733 $476,000
Q2 2019

Aug 13, 2019
BUY
N/A
565 Added 7.82%
7,786 $469,000
Q1 2019

May 15, 2019
SELL
N/A
-82 Reduced 1.12%
7,221 $420,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,221 Added 43.7%
7,303 $406,000
Q3 2018

Nov 13, 2018
BUY
N/A
2,582 Added 103.28%
5,082 $279,000
Q2 2018

Aug 22, 2018
BUY
N/A
151 Added 6.43%
2,500 $130,000
Q1 2018

Jun 25, 2018
BUY
N/A
2,349 New
2,349 $119,000

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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