Mount Yale Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8M	Buy	216,534 +151,542	+233%	+$21.4M	0.67%	26
2025 Q4	$9.36M	Buy	64,992 +25,298	+64%	+$3.65M	0.45%	50
2025 Q3	$5.59M	Sell	39,694 -49,142	-55%	-$6.51M	0.39%	52
2025 Q2	$11.2M	Buy	88,836 +1,482	+2%	+$164K	0.88%	20
2025 Q1	$9.02M	Buy	87,354 +268	+0.3%	+$30.4K	0.77%	19
2024 Q4	$10.1M	Sell	87,086 -24,242	-22%	-$2.82M	0.82%	17
2024 Q3	$12.6M	Buy	111,328 +9,414	+9%	+$1.03M	1.21%	6
2024 Q2	$11.5M	Sell	101,914 -17,186	-14%	-$1.81M	0.91%	13
2024 Q1	$12.4M	Buy	119,100 +4,330	+4%	+$438K	0.95%	12
2023 Q4	$11M	Buy	114,770 +3,428	+3%	+$305K	1.05%	8
2023 Q3	$9.13M	Buy	111,342 +30,616	+38%	+$2.63M	0.99%	8
2023 Q2	$7.02M	Buy	80,726 +3,222	+4%	+$254K	0.74%	16
2023 Q1	$5.85M	Sell	77,504 -14,584	-16%	-$1M	0.66%	30
2022 Q4	$5.73M	Sell	92,088 -7,752	-8%	-$492K	0.65%	39
2022 Q3	$5.93M	Buy	99,840 +6,250	+7%	+$427K	0.79%	16
2022 Q2	$5.95M	Buy	93,590 +2,908	+3%	+$203K	0.75%	22
2022 Q1	$7.21M	Buy	90,682 +17,130	+23%	+$1.34M	0.78%	20
2021 Q4	$6.39M	Buy	73,552 +2,276	+3%	+$187K	0.66%	27
2021 Q3	$5.32M	Buy	71,276 +4,916	+7%	+$379K	0.61%	35
2021 Q2	$4.9M	Sell	66,360 -5,138	-7%	-$360K	0.59%	42
2021 Q1	$4.75M	Buy	71,498 +744	+1%	+$49.1K	0.62%	39
2020 Q4	$4.6M	Sell	70,754 -2,574	-4%	-$157K	0.65%	40
2020 Q3	$4.28M	Sell	73,328 -228	-0.3%	-$12.9K	0.61%	37
2020 Q2	$3.84M	Sell	73,556 -2,150	-3%	-$101K	0.69%	37
2020 Q1	$3.04M	Sell	75,706 -2,986	-4%	-$136K	0.69%	33
2019 Q4	$3.75M	Sell	78,692 -1,608	-2%	-$68.8K	0.65%	35
2019 Q3	$3.47M	Buy	80,300 +892	+1%	+$35.7K	0.62%	38
2019 Q2	$3.08M	Buy	79,408 +33,470	+73%	+$1.28M	0.57%	40
2019 Q1	$1.7M	Sell	45,938 -2,074	-4%	-$71K	0.32%	74
2018 Q4	$1.63M	Sell	48,012 -25,698	-35%	-$869K	0.33%	75
2018 Q3	$2.62M	Sell	73,710 -14,132	-16%	-$518K	0.46%	47
2018 Q2	$3.05M	Buy	87,842 +5,186	+6%	+$178K	0.58%	40
2018 Q1	$2.7M	Buy	+82,656	New	+$2.78M	0.58%	44

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Mount Yale Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 233% in Q1 2026, buying an estimated $21.4M and bringing the position to 216,534 shares worth $28.8M. The position accounts for 0.67% of the portfolio, ranked #26.

Mount Yale Investment Advisors first reported a position in XLK in Q1 2018 and has held it in 33 quarters since. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Mount Yale Investment Advisors held 216,534 shares of State Street Technology Select Sector SPDR ETF worth $28.8M as of Q1 2026.
Mount Yale Investment Advisors bought 151,542 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $21.4M.
State Street Technology Select Sector SPDR ETF made up 0.67% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #26 holding.
Mount Yale Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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