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
2022 Q1	–	Sell	-8,400	Closed	-$328K	–	505
2021 Q4	$328K	Buy	+8,400	New	+$330K	0.03%	351

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 22.96% 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.