Mount Yale Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.1M	Buy	286,055 +226,381	+379%	+$11.8M	0.33%	63
2025 Q4	$3.27M	Sell	59,674 -4,725	-7%	-$252K	0.16%	138
2025 Q3	$3.47M	Sell	64,399 -29,105	-31%	-$1.54M	0.24%	92
2025 Q2	$4.9M	Sell	93,504 -6,193	-6%	-$307K	0.38%	45
2025 Q1	$4.97M	Sell	99,697 -17,089	-15%	-$857K	0.43%	34
2024 Q4	$5.64M	Sell	116,786 -28,127	-19%	-$1.36M	0.46%	31
2024 Q3	$6.57M	Sell	144,913 -24,750	-15%	-$1.08M	0.63%	21
2024 Q2	$6.97M	Sell	169,663 -6,761	-4%	-$278K	0.55%	20
2024 Q1	$7.43M	Buy	176,424 +33,993	+24%	+$1.34M	0.57%	26
2023 Q4	$5.36M	Buy	142,431 +3,088	+2%	+$107K	0.51%	37
2023 Q3	$4.62M	Sell	139,343 -30,922	-18%	-$1.07M	0.5%	41
2023 Q2	$5.74M	Buy	170,265 +9,054	+6%	+$295K	0.61%	33
2023 Q1	$5.18M	Buy	161,211 +35,837	+29%	+$1.25M	0.58%	36
2022 Q4	$4.29M	Buy	125,374 +28,619	+30%	+$968K	0.49%	55
2022 Q3	$2.94M	Sell	96,755 -7,240	-7%	-$239K	0.39%	62
2022 Q2	$3.27M	Buy	103,995 +2,819	+3%	+$97.4K	0.41%	57
2022 Q1	$3.88M	Buy	101,176 +3,132	+3%	+$122K	0.42%	53
2021 Q4	$3.83M	Buy	98,044 +4,877	+5%	+$192K	0.4%	58
2021 Q3	$3.5M	Buy	93,167 +12,303	+15%	+$460K	0.4%	63
2021 Q2	$2.97M	Buy	80,864 +12,692	+19%	+$464K	0.36%	68
2021 Q1	$2.32M	Sell	68,172 -6,739	-9%	-$216K	0.3%	81
2020 Q4	$2.21M	Sell	74,911 -1,745	-2%	-$46.7K	0.31%	82
2020 Q3	$1.84M	Buy	76,656 +2,914	+4%	+$70.9K	0.26%	86
2020 Q2	$1.71M	Buy	73,742 +61	+0.1%	+$1.39K	0.31%	81
2020 Q1	$1.53M	Buy	73,681 +7,064	+11%	+$194K	0.35%	71
2019 Q4	$2M	Sell	66,617 -3,115	-4%	-$91.4K	0.35%	74
2019 Q3	$2.08M	Buy	69,732 +225	+0.3%	+$6.21K	0.37%	66
2019 Q2	$1.86M	Sell	69,507 -1,098	-2%	-$29.7K	0.34%	70
2019 Q1	$1.81M	Buy	70,605 +289	+0.4%	+$7.46K	0.34%	70
2018 Q4	$1.81M	Buy	70,316 +9,980	+17%	+$259K	0.37%	70
2018 Q3	$1.65M	Sell	60,336 -8,345	-12%	-$233K	0.29%	79
2018 Q2	$1.83M	Buy	68,681 +4,695	+7%	+$129K	0.35%	71
2018 Q1	$1.76M	Buy	+63,986	New	+$1.84M	0.38%	70

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 379% in Q1 2026, buying an estimated $11.8M and bringing the position to 286,055 shares worth $14.1M. The position accounts for 0.33% of the portfolio, ranked #63.

Mount Yale Investment Advisors first reported a position in XLF in Q1 2018 and has held it in 33 quarters since. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Mount Yale Investment Advisors held 286,055 shares of State Street Financial Select Sector SPDR ETF worth $14.1M as of Q1 2026.
Mount Yale Investment Advisors bought 226,381 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.8M.
State Street Financial Select Sector SPDR ETF made up 0.33% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #63 holding.
Mount Yale Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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