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Mount Yale Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mount Yale Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8M Buy
49,442
+28,128
+132% +$4.72M 0.19% 121
2025
Q4 		$3.31M Buy
21,314
+10,437
+96% +$1.61M 0.16% 136
2025
Q3 		$1.68M Sell
10,877
-6,858
-39% -$1.04M 0.12% 190
2025
Q2 		$2.62M Sell
17,735
-1,664
-9% -$227K 0.2% 100
2025
Q1 		$2.54M Sell
19,399
-982
-5% -$133K 0.22% 98
2024
Q4 		$2.69M Sell
20,381
-4,390
-18% -$605K 0.22% 94
2024
Q3 		$3.35M Sell
24,771
-9,868
-28% -$1.25M 0.32% 73
2024
Q2 		$4.22M Sell
34,639
-1,801
-5% -$222K 0.33% 63
2024
Q1 		$4.59M Buy
36,440
+1,398
+4% +$165K 0.35% 61
2023
Q4 		$3.99M Buy
35,042
+1,799
+5% +$189K 0.38% 62
2023
Q3 		$3.37M Buy
33,243
+434
+1% +$46.5K 0.37% 64
2023
Q2 		$3.52M Buy
32,809
+1,574
+5% +$158K 0.37% 61
2023
Q1 		$3.16M Buy
31,235
+1,686
+6% +$170K 0.35% 65
2022
Q4 		$2.9M Buy
29,549
+6,135
+26% +$584K 0.33% 77
2022
Q3 		$1.94M Buy
23,414
+145
+0.6% +$13.3K 0.26% 93
2022
Q2 		$2.03M Buy
23,269
+666
+3% +$62.8K 0.26% 89
2022
Q1 		$2.33M Buy
22,603
+82
+0.4% +$8.33K 0.25% 92
2021
Q4 		$2.38M Buy
22,521
+1,511
+7% +$157K 0.25% 94
2021
Q3 		$2.06M Buy
21,010
+2,027
+11% +$208K 0.24% 103
2021
Q2 		$1.94M Buy
18,983
+1,180
+7% +$121K 0.24% 92
2021
Q1 		$1.75M Buy
17,803
+2,100
+13% +$192K 0.23% 95
2020
Q4 		$1.39M Sell
15,703
-733
-4% -$61.8K 0.2% 116
2020
Q3 		$1.26M Sell
16,436
-312
-2% -$23.3K 0.18% 120
2020
Q2 		$1.15M Sell
16,748
-2,215
-12% -$144K 0.21% 109
2020
Q1 		$1.12M Buy
18,963
+1,268
+7% +$95.5K 0.25% 103
2019
Q4 		$1.44M Buy
17,695
+234
+1% +$18.7K 0.25% 99
2019
Q3 		$1.43M Buy
17,461
+184
+1% +$14.1K 0.26% 93
2019
Q2 		$1.29M Sell
17,277
-1,571
-8% -$119K 0.24% 97
2019
Q1 		$1.41M Sell
18,848
-371
-2% -$26.9K 0.26% 94
2018
Q4 		$1.41M Buy
19,219
+3,524
+22% +$250K 0.29% 87
2018
Q3 		$1.15M Sell
15,695
-1,826
-10% -$139K 0.2% 105
2018
Q2 		$1.25M Buy
17,521
+1,259
+8% +$93.4K 0.24% 98
2018
Q1 		$1.21M Buy
+16,262
New +$1.25M 0.26% 94

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 132% in Q1 2026, buying an estimated $4.72M and bringing the position to 49,442 shares worth $8M. The position accounts for 0.19% of the portfolio, ranked #121.

Mount Yale Investment Advisors first reported a position in XLI in Q1 2018 and has held it in 33 quarters since. 1,557 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Mount Yale Investment Advisors held 49,442 shares of State Street Industrial Select Sector SPDR ETF worth $8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 28,128 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.72M.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,557 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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