MYIA
Mount Yale Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
93,504
-6,193
| -6% | -$324K | 0.38% | 45 |
|
|
2025
Q1 | $4.97M | Sell |
99,697
-17,089
| -15% | -$851K | 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% | -$1.12M | 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% | +$1.43M | 0.57% | 26 |
|
|
2023
Q4 | $5.36M | Buy |
142,431
+3,088
| +2% | +$116K | 0.51% | 37 |
|
|
2023
Q3 | $4.62M | Sell |
139,343
-30,922
| -18% | -$1.03M | 0.5% | 41 |
|
|
2023
Q2 | $5.74M | Buy |
170,265
+9,054
| +6% | +$305K | 0.61% | 33 |
|
|
2023
Q1 | $5.18M | Buy |
161,211
+35,837
| +29% | +$1.15M | 0.58% | 36 |
|
|
2022
Q4 | $4.29M | Buy |
125,374
+28,619
| +30% | +$979K | 0.49% | 55 |
|
|
2022
Q3 | $2.94M | Sell |
96,755
-7,240
| -7% | -$220K | 0.39% | 62 |
|
|
2022
Q2 | $3.27M | Buy |
103,995
+2,819
| +3% | +$88.7K | 0.41% | 57 |
|
|
2022
Q1 | $3.88M | Buy |
101,176
+3,132
| +3% | +$120K | 0.42% | 53 |
|
|
2021
Q4 | $3.83M | Buy |
98,044
+4,877
| +5% | +$190K | 0.4% | 58 |
|
|
2021
Q3 | $3.5M | Buy |
93,167
+12,303
| +15% | +$462K | 0.4% | 63 |
|
|
2021
Q2 | $2.97M | Buy |
80,864
+12,692
| +19% | +$466K | 0.36% | 68 |
|
|
2021
Q1 | $2.32M | Sell |
68,172
-6,739
| -9% | -$229K | 0.3% | 81 |
|
|
2020
Q4 | $2.21M | Sell |
74,911
-1,745
| -2% | -$51.4K | 0.31% | 82 |
|
|
2020
Q3 | $1.85M | Buy |
76,656
+2,914
| +4% | +$70.1K | 0.26% | 84 |
|
|
2020
Q2 | $1.71M | Buy |
73,742
+61
| +0.1% | +$1.41K | 0.31% | 81 |
|
|
2020
Q1 | $1.53M | Buy |
73,681
+7,064
| +11% | +$147K | 0.35% | 71 |
|
|
2019
Q4 | $2M | Sell |
66,617
-3,115
| -4% | -$93.3K | 0.35% | 73 |
|
|
2019
Q3 | $2.08M | Buy |
69,732
+225
| +0.3% | +$6.71K | 0.37% | 66 |
|
|
2019
Q2 | $1.86M | Sell |
69,507
-1,098
| -2% | -$29.4K | 0.34% | 70 |
|
|
2019
Q1 | $1.82M | Buy |
70,605
+289
| +0.4% | +$7.43K | 0.34% | 70 |
|
|
2018
Q4 | $1.81M | Buy |
70,316
+9,980
| +17% | +$257K | 0.37% | 70 |
|
|
2018
Q3 | $1.65M | Sell |
60,336
-8,345
| -12% | -$228K | 0.29% | 79 |
|
|
2018
Q2 | $1.83M | Buy |
68,681
+4,695
| +7% | +$125K | 0.35% | 71 |
|
|
2018
Q1 | $1.76M | Buy |
+63,986
| New | +$1.76M | 0.38% | 70 |
|