Mount Yale Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Buy |
57,223
+5,347
| +10% | +$274K | 0.05% | 328 |
|
|
2026
Q1 | $2.59M | Buy |
51,876
+9,605
| +23% | +$482K | 0.06% | 324 |
|
|
2025
Q4 | $1.92M | Buy |
42,271
+28,689
| +211% | +$1.27M | 0.09% | 198 |
|
|
2025
Q3 | $609K | Buy |
13,582
+1,144
| +9% | +$51.7K | 0.04% | 376 |
|
|
2025
Q2 | $546K | Sell |
12,438
-550
| -4% | -$23.3K | 0.04% | 322 |
|
|
2025
Q1 | $558K | Sell |
12,988
-756
| -6% | -$33K | 0.05% | 307 |
|
|
2024
Q4 | $578K | Sell |
13,744
-3,742
| -21% | -$173K | 0.05% | 319 |
|
|
2024
Q3 | $843K | Sell |
17,486
-3,552
| -17% | -$162K | 0.08% | 227 |
|
|
2024
Q2 | $929K | Sell |
21,038
-4,778
| -19% | -$216K | 0.07% | 222 |
|
|
2024
Q1 | $1.2M | Buy |
25,816
+1,072
| +4% | +$46.1K | 0.09% | 191 |
|
|
2023
Q4 | $1.06M | Buy |
24,744
+792
| +3% | +$31.7K | 0.1% | 192 |
|
|
2023
Q3 | $941K | Buy |
23,952
+1,154
| +5% | +$47.4K | 0.1% | 196 |
|
|
2023
Q2 | $945K | Buy |
22,798
+1,096
| +5% | +$43.6K | 0.1% | 206 |
|
|
2023
Q1 | $875K | Buy |
21,702
+906
| +4% | +$36.7K | 0.1% | 208 |
|
|
2022
Q4 | $808K | Buy |
20,796
+918
| +5% | +$35.3K | 0.09% | 224 |
|
|
2022
Q3 | $676K | Buy |
19,878
+4,982
| +33% | +$187K | 0.09% | 230 |
|
|
2022
Q2 | $548K | Buy |
14,896
+136
| +0.9% | +$5.69K | 0.07% | 274 |
|
|
2022
Q1 | $651K | Buy |
14,760
+1,562
| +12% | +$66.6K | 0.07% | 267 |
|
|
2021
Q4 | $598K | Sell |
13,198
-1,818
| -12% | -$78.5K | 0.06% | 271 |
|
|
2021
Q3 | $594K | Buy |
15,016
+1,140
| +8% | +$47.4K | 0.07% | 256 |
|
|
2021
Q2 | $571K | Buy |
13,876
+154
| +1% | +$6.49K | 0.07% | 253 |
|
|
2021
Q1 | $541K | Buy |
13,722
+2,550
| +23% | +$96.2K | 0.07% | 254 |
|
|
2020
Q4 | $404K | Sell |
11,172
-456
| -4% | -$15.6K | 0.06% | 271 |
|
|
2020
Q3 | $370K | Sell |
11,628
-172
| -1% | -$5.34K | 0.05% | 263 |
|
|
2020
Q2 | $332K | Sell |
11,800
-326
| -3% | -$8.58K | 0.06% | 257 |
|
|
2020
Q1 | $273K | Sell |
12,126
-132
| -1% | -$3.62K | 0.06% | 243 |
|
|
2019
Q4 | $353K | Buy |
12,258
+156
| +1% | +$4.61K | 0.06% | 260 |
|
|
2019
Q3 | $365K | Buy |
12,102
+126
| +1% | +$3.63K | 0.07% | 240 |
|
|
2019
Q2 | $342K | Buy |
11,976
+824
| +7% | +$23.2K | 0.06% | 244 |
|
|
2019
Q1 | $309K | Buy |
11,152
+192
| +2% | +$5.18K | 0.06% | 249 |
|
|
2018
Q4 | $289K | Buy |
10,960
+334
| +3% | +$8.91K | 0.06% | 262 |
|
|
2018
Q3 | $298K | Sell |
10,626
-542
| -5% | -$16K | 0.05% | 257 |
|
|
2018
Q2 | $324K | Buy |
11,168
+682
| +7% | +$20K | 0.06% | 242 |
|
|
2018
Q1 | $299K | Buy |
+10,486
| New | +$318K | 0.06% | 243 |
|
Other funds holding XLB
MMH
Mount Yale Investment Advisors's XLB Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 10% in Q2 2026, buying an estimated $274K and bringing the position to 57,223 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #328.
Mount Yale Investment Advisors first reported a position in XLB in Q1 2018 and has held it in 34 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.
- Mount Yale Investment Advisors held 57,223 shares of State Street Materials Select Sector SPDR ETF worth $2.91M as of Q2 2026.
- Mount Yale Investment Advisors bought 5,347 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $274K.
- State Street Materials Select Sector SPDR ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #328 holding.
- Mount Yale Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
- 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.