Mount Yale Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.98M	Buy	97,642 +59,348	+155%	+$3.18M	0.14%	163
2025 Q4	$1.71M	Sell	38,294 -15,784	-29%	-$703K	0.08%	216
2025 Q3	$2.42M	Buy	54,078 +22,412	+71%	+$981K	0.17%	138
2025 Q2	$1.34M	Buy	31,666 +4,614	+17%	+$192K	0.1%	167
2025 Q1	$1.26M	Sell	27,052 -420	-2%	-$18.9K	0.11%	162
2024 Q4	$1.18M	Sell	27,472 -3,594	-12%	-$163K	0.1%	176
2024 Q3	$1.36M	Sell	31,066 -5,360	-15%	-$240K	0.13%	162
2024 Q2	$1.66M	Sell	36,426 -852	-2%	-$39.7K	0.13%	149
2024 Q1	$1.76M	Sell	37,278 -27,586	-43%	-$1.18M	0.14%	150
2023 Q4	$2.72M	Buy	64,864 +782	+1%	+$33.4K	0.26%	92
2023 Q3	$2.9M	Buy	64,082 +2,186	+4%	+$95.6K	0.31%	73
2023 Q2	$2.51M	Buy	61,896 +2,552	+4%	+$104K	0.27%	87
2023 Q1	$2.46M	Buy	59,344 +6,588	+12%	+$282K	0.28%	85
2022 Q4	$2.31M	Sell	52,756 -5,594	-10%	-$244K	0.26%	95
2022 Q3	$2.1M	Buy	58,350 +1,082	+2%	+$40.9K	0.28%	87
2022 Q2	$2.05M	Sell	57,268 -1,448	-2%	-$58.1K	0.26%	87
2022 Q1	$2.24M	Buy	58,716 +2,434	+4%	+$84.3K	0.24%	98
2021 Q4	$1.56M	Buy	56,282 +10,816	+24%	+$306K	0.16%	138
2021 Q3	$1.18M	Buy	45,466 +15,220	+50%	+$377K	0.14%	170
2021 Q2	$815K	Buy	30,246 +3,408	+13%	+$88.6K	0.1%	214
2021 Q1	$658K	Buy	26,838 +6,344	+31%	+$146K	0.09%	231
2020 Q4	$388K	Sell	20,494 -922	-4%	-$15.9K	0.05%	274
2020 Q3	$321K	Buy	21,416 +82	+0.4%	+$1.46K	0.05%	274
2020 Q2	$404K	Sell	21,334 -8,584	-29%	-$160K	0.07%	245
2020 Q1	$435K	Buy	29,918 +6,982	+30%	+$166K	0.1%	198
2019 Q4	$613K	Sell	22,936 -428	-2%	-$12.7K	0.11%	160
2019 Q3	$701K	Buy	23,364 +368	+2%	+$11.1K	0.13%	142
2019 Q2	$668K	Buy	22,996 +1,884	+9%	+$60.3K	0.12%	142
2019 Q1	$698K	Sell	21,112 -86	-0.4%	-$2.76K	0.13%	134
2018 Q4	$670K	Sell	21,198 -4,818	-19%	-$161K	0.14%	141
2018 Q3	$912K	Buy	26,016 +7,668	+42%	+$288K	0.16%	119
2018 Q2	$697K	Buy	18,348 +364	+2%	+$13.5K	0.13%	139
2018 Q1	$606K	Buy	+17,984	New	+$636K	0.13%	144

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 155% in Q1 2026, buying an estimated $3.18M and bringing the position to 97,642 shares worth $5.98M. The position accounts for 0.14% of the portfolio, ranked #163.

Mount Yale Investment Advisors first reported a position in XLE in Q1 2018 and has held it in 33 quarters since. 2,108 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Mount Yale Investment Advisors held 97,642 shares of State Street Energy Select Sector SPDR ETF worth $5.98M as of Q1 2026.
Mount Yale Investment Advisors bought 59,348 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.18M.
State Street Energy Select Sector SPDR ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #163 holding.
Mount Yale Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
2,108 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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