Mount Yale Investment Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
17,735
-1,664
| -9% | -$245K | 0.2% | 100 |
|
|
2025
Q1 | $2.54M | Sell |
19,399
-982
| -5% | -$129K | 0.22% | 98 |
|
|
2024
Q4 | $2.69M | Sell |
20,381
-4,390
| -18% | -$578K | 0.22% | 94 |
|
|
2024
Q3 | $3.35M | Sell |
24,771
-9,868
| -28% | -$1.34M | 0.32% | 73 |
|
|
2024
Q2 | $4.22M | Sell |
34,639
-1,801
| -5% | -$219K | 0.33% | 63 |
|
|
2024
Q1 | $4.59M | Buy |
36,440
+1,398
| +4% | +$176K | 0.35% | 61 |
|
|
2023
Q4 | $3.99M | Buy |
35,042
+1,799
| +5% | +$205K | 0.38% | 62 |
|
|
2023
Q3 | $3.37M | Buy |
33,243
+434
| +1% | +$44K | 0.37% | 64 |
|
|
2023
Q2 | $3.52M | Buy |
32,809
+1,574
| +5% | +$169K | 0.37% | 61 |
|
|
2023
Q1 | $3.16M | Buy |
31,235
+1,686
| +6% | +$171K | 0.35% | 65 |
|
|
2022
Q4 | $2.9M | Buy |
29,549
+6,135
| +26% | +$603K | 0.33% | 77 |
|
|
2022
Q3 | $1.94M | Buy |
23,414
+145
| +0.6% | +$12K | 0.26% | 93 |
|
|
2022
Q2 | $2.03M | Buy |
23,269
+666
| +3% | +$58.2K | 0.26% | 89 |
|
|
2022
Q1 | $2.33M | Buy |
22,603
+82
| +0.4% | +$8.45K | 0.25% | 92 |
|
|
2021
Q4 | $2.38M | Buy |
22,521
+1,511
| +7% | +$160K | 0.25% | 94 |
|
|
2021
Q3 | $2.06M | Buy |
21,010
+2,027
| +11% | +$198K | 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% | +$207K | 0.23% | 95 |
|
|
2020
Q4 | $1.39M | Sell |
15,703
-733
| -4% | -$64.9K | 0.2% | 116 |
|
|
2020
Q3 | $1.27M | Sell |
16,436
-312
| -2% | -$24K | 0.18% | 118 |
|
|
2020
Q2 | $1.15M | Sell |
16,748
-2,215
| -12% | -$152K | 0.21% | 109 |
|
|
2020
Q1 | $1.12M | Buy |
18,963
+1,268
| +7% | +$74.8K | 0.25% | 103 |
|
|
2019
Q4 | $1.44M | Buy |
17,695
+234
| +1% | +$19K | 0.25% | 98 |
|
|
2019
Q3 | $1.43M | Buy |
17,461
+184
| +1% | +$15K | 0.26% | 93 |
|
|
2019
Q2 | $1.29M | Sell |
17,277
-1,571
| -8% | -$117K | 0.24% | 97 |
|
|
2019
Q1 | $1.41M | Sell |
18,848
-371
| -2% | -$27.8K | 0.26% | 94 |
|
|
2018
Q4 | $1.41M | Buy |
19,219
+3,524
| +22% | +$259K | 0.29% | 87 |
|
|
2018
Q3 | $1.15M | Sell |
15,695
-1,826
| -10% | -$134K | 0.2% | 105 |
|
|
2018
Q2 | $1.26M | Buy |
17,521
+1,259
| +8% | +$90.2K | 0.24% | 98 |
|
|
2018
Q1 | $1.21M | Buy |
+16,262
| New | +$1.21M | 0.26% | 94 |
|