Mount Yale Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mount Yale Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.88M	Buy	62,019 +38,686	+166%	+$4.48M	0.16%	142
2025 Q4	$2.75M	Buy	23,333 +615	+3%	+$70.8K	0.13%	157
2025 Q3	$2.69M	Sell	22,718 -9,816	-30%	-$1.09M	0.19%	129
2025 Q2	$3.53M	Sell	32,534 -1,590	-5%	-$157K	0.28%	72
2025 Q1	$3.29M	Sell	34,124 -672	-2%	-$67.1K	0.28%	75
2024 Q4	$3.37M	Buy	34,796 +3,562	+11%	+$340K	0.27%	74
2024 Q3	$2.82M	Sell	31,234 -8,379	-21%	-$722K	0.27%	85
2024 Q2	$3.39M	Sell	39,613 -2,460	-6%	-$203K	0.27%	75
2024 Q1	$3.44M	Buy	42,073 +1,254	+3%	+$97.7K	0.26%	80
2023 Q4	$2.97M	Buy	40,819 +661	+2%	+$45.5K	0.28%	85
2023 Q3	$2.63M	Buy	40,158 +498	+1%	+$33.2K	0.29%	78
2023 Q2	$2.58M	Sell	39,660 -604	-2%	-$36.8K	0.27%	86
2023 Q1	$2.33M	Buy	40,264 +5,467	+16%	+$297K	0.26%	89
2022 Q4	$1.67M	Sell	34,797 -5,998	-15%	-$294K	0.19%	123
2022 Q3	$1.95M	Buy	40,795 +4,096	+11%	+$225K	0.26%	92
2022 Q2	$1.99M	Buy	36,699 +716	+2%	+$43.1K	0.25%	92
2022 Q1	$2.48M	Buy	35,983 +3,950	+12%	+$278K	0.27%	82
2021 Q4	$2.49M	Buy	32,033 +1,743	+6%	+$138K	0.26%	91
2021 Q3	$2.43M	Buy	30,290 +2,184	+8%	+$181K	0.28%	88
2021 Q2	$2.28M	Buy	28,106 +3,147	+13%	+$245K	0.28%	86
2021 Q1	$1.83M	Buy	24,959 +738	+3%	+$52.5K	0.24%	91
2020 Q4	$1.63M	Sell	24,221 -5,668	-19%	-$361K	0.23%	100
2020 Q3	$1.77M	Sell	29,889 -389	-1%	-$23K	0.25%	92
2020 Q2	$1.64M	Sell	30,278 -1,540	-5%	-$79.1K	0.29%	82
2020 Q1	$1.41M	Buy	31,818 +2,640	+9%	+$137K	0.32%	78
2019 Q4	$1.57M	Sell	29,178 -17	-0.1%	-$876	0.27%	93
2019 Q3	$1.5M	Buy	29,195 +244	+0.8%	+$12.2K	0.27%	91
2019 Q2	$1.42M	Sell	28,951 -4,280	-13%	-$208K	0.26%	88
2019 Q1	$1.55M	Buy	33,231 +331	+1%	+$15.1K	0.29%	85
2018 Q4	$1.49M	Buy	32,900 +6,266	+24%	+$281K	0.3%	84
2018 Q3	$1.25M	Buy	+26,634	New	+$1.32M	0.22%	100

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mount Yale Investment Advisors's XLC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 166% in Q1 2026, buying an estimated $4.48M and bringing the position to 62,019 shares worth $6.88M. The position accounts for 0.16% of the portfolio, ranked #142.

Mount Yale Investment Advisors first reported a position in XLC in Q3 2018 and has held it in 31 quarters since. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Mount Yale Investment Advisors held 62,019 shares of State Street Communication Services Select Sector SPDR ETF worth $6.88M as of Q1 2026.
Mount Yale Investment Advisors bought 38,686 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $4.48M.
State Street Communication Services Select Sector SPDR ETF made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #142 holding.
Mount Yale Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.