Mount Yale Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 24,280 shares of XLY stock, worth $5.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

24,280

Previous 28,213 13.94%

Holding current value

$5.3 Million

Previous $5.15 Million 5.48%

% of portfolio

0.47%

Previous 0.41%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$170.05 - $200.86 $668,806 - $789,982	-3,933 Reduced 13.94%	24,280 $4.86 Million
Q2 2024 Aug 13, 2024	BUY	$169.76 - $184.45 $68,413 - $74,333	403 Added 1.45%	28,213 $5.15 Million
Q1 2024 May 15, 2024	BUY	$170.9 - $185.02 $272,243 - $294,736	1,593 Added 6.08%	27,810 $5.11 Million
Q4 2023 Feb 12, 2024	BUY	$148.04 - $181.41 $447,376 - $548,221	3,022 Added 13.03%	26,217 $4.69 Million
Q3 2023 Oct 11, 2023	BUY	$158.36 - $176.97 $479,355 - $535,688	3,027 Added 15.01%	23,195 $3.73 Million
Q2 2023 Aug 14, 2023	BUY	$143.54 - $169.81 $241,577 - $285,790	1,683 Added 9.1%	20,168 $3.42 Million
Q1 2023 May 11, 2023	BUY	$128.39 - $156.16 $294,013 - $357,606	2,290 Added 14.14%	18,485 $2.76 Million
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $3,156 - $3,689	25 Added 0.15%	16,195 $2.09 Million
Q3 2022 Nov 07, 2022	BUY	$140.01 - $172.97 $442,151 - $546,239	3,158 Added 24.27%	16,170 $2.3 Million
Q2 2022 Aug 02, 2022	BUY	$134.63 - $189.39 $45,774 - $64,392	340 Added 2.68%	13,012 $1.79 Million
Q1 2022 May 03, 2022	BUY	$163.19 - $210.31 $190,605 - $245,642	1,168 Added 10.15%	12,672 $2.34 Million
Q4 2021 Feb 02, 2022	SELL	$179.37 - $211.42 $92,196 - $108,669	-514 Reduced 4.28%	11,504 $2.35 Million
Q3 2021 Nov 02, 2021	BUY	$175.93 - $185.89 $159,744 - $168,788	908 Added 8.17%	12,018 $2.16 Million
Q2 2021 Aug 04, 2021	SELL	$166.65 - $179.87 $343,798 - $371,071	-2,063 Reduced 15.66%	11,110 $1.98 Million
Q1 2021 May 04, 2021	BUY	$155.83 - $173.21 $302,466 - $336,200	1,941 Added 17.28%	13,173 $2.21 Million
Q4 2020 Feb 12, 2021	SELL	$142.97 - $160.78 $54,471 - $61,257	-381 Reduced 3.28%	11,232 $1.81 Million
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $15,738 - $18,758	-122 Reduced 1.04%	11,613 $1.71 Million
Q2 2020 Jul 09, 2020	BUY	$92.41 - $133.25 $79,565 - $114,728	861 Added 7.92%	11,735 $1.5 Million
Q1 2020 May 04, 2020	SELL	$87.45 - $132.32 $36,554 - $55,309	-418 Reduced 3.7%	10,874 $1.07 Million
Q4 2019 Feb 13, 2020	BUY	$117.45 - $126.06 $30,302 - $32,523	258 Added 2.34%	11,292 $1.42 Million
Q3 2019 Nov 14, 2019	BUY	$119.52 - $123.67 $13,625 - $14,098	114 Added 1.04%	11,034 $1.34 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-1,068 Reduced 8.91%	10,920 $1.28 Million
Q1 2019 May 15, 2019	BUY	N/A	191 Added 1.62%	11,988 $1.37 Million
Q4 2018 Feb 14, 2019	BUY	N/A	438 Added 3.86%	11,797 $1.27 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-2,533 Reduced 18.23%	11,359 $1.27 Million
Q2 2018 Aug 22, 2018	BUY	N/A	435 Added 3.23%	13,892 $1.52 Million
Q1 2018 Jun 25, 2018	BUY	N/A	13,457 New	13,457 $1.36 Million

Others Institutions Holding XLY

# of Institutions

1,294

Shares Held

76.7M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Select Sector Spdr Consumer Di Transaction History