MYIA
Mount Yale Investment Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
44,418
+741
| +2% | +$188K | 0.88% | 20 |
|
|
2025
Q1 | $9.02M | Buy |
43,677
+134
| +0.3% | +$27.7K | 0.77% | 19 |
|
|
2024
Q4 | $10.1M | Sell |
43,543
-12,121
| -22% | -$2.82M | 0.82% | 17 |
|
|
2024
Q3 | $12.6M | Buy |
55,664
+4,707
| +9% | +$1.06M | 1.21% | 6 |
|
|
2024
Q2 | $11.5M | Sell |
50,957
-8,593
| -14% | -$1.94M | 0.91% | 13 |
|
|
2024
Q1 | $12.4M | Buy |
59,550
+2,165
| +4% | +$451K | 0.95% | 12 |
|
|
2023
Q4 | $11M | Buy |
57,385
+1,714
| +3% | +$330K | 1.05% | 8 |
|
|
2023
Q3 | $9.13M | Buy |
55,671
+15,308
| +38% | +$2.51M | 0.99% | 8 |
|
|
2023
Q2 | $7.02M | Buy |
40,363
+1,611
| +4% | +$280K | 0.74% | 16 |
|
|
2023
Q1 | $5.85M | Sell |
38,752
-7,292
| -16% | -$1.1M | 0.66% | 30 |
|
|
2022
Q4 | $5.73M | Sell |
46,044
-3,876
| -8% | -$482K | 0.65% | 39 |
|
|
2022
Q3 | $5.93M | Buy |
49,920
+3,125
| +7% | +$371K | 0.79% | 16 |
|
|
2022
Q2 | $5.95M | Buy |
46,795
+1,454
| +3% | +$185K | 0.75% | 22 |
|
|
2022
Q1 | $7.21M | Buy |
45,341
+8,565
| +23% | +$1.36M | 0.78% | 20 |
|
|
2021
Q4 | $6.39M | Buy |
36,776
+1,138
| +3% | +$198K | 0.66% | 27 |
|
|
2021
Q3 | $5.32M | Buy |
35,638
+2,458
| +7% | +$367K | 0.61% | 35 |
|
|
2021
Q2 | $4.9M | Sell |
33,180
-2,569
| -7% | -$379K | 0.59% | 42 |
|
|
2021
Q1 | $4.75M | Buy |
35,749
+372
| +1% | +$49.4K | 0.62% | 39 |
|
|
2020
Q4 | $4.6M | Sell |
35,377
-1,287
| -4% | -$167K | 0.65% | 40 |
|
|
2020
Q3 | $4.28M | Sell |
36,664
-114
| -0.3% | -$13.3K | 0.61% | 35 |
|
|
2020
Q2 | $3.84M | Sell |
36,778
-1,075
| -3% | -$112K | 0.69% | 37 |
|
|
2020
Q1 | $3.04M | Sell |
37,853
-1,493
| -4% | -$120K | 0.69% | 33 |
|
|
2019
Q4 | $3.75M | Sell |
39,346
-804
| -2% | -$76.6K | 0.65% | 35 |
|
|
2019
Q3 | $3.47M | Buy |
40,150
+446
| +1% | +$38.6K | 0.62% | 38 |
|
|
2019
Q2 | $3.08M | Buy |
39,704
+16,735
| +73% | +$1.3M | 0.57% | 40 |
|
|
2019
Q1 | $1.7M | Sell |
22,969
-1,037
| -4% | -$76.8K | 0.32% | 74 |
|
|
2018
Q4 | $1.63M | Sell |
24,006
-12,849
| -35% | -$873K | 0.33% | 75 |
|
|
2018
Q3 | $2.62M | Sell |
36,855
-7,066
| -16% | -$503K | 0.46% | 47 |
|
|
2018
Q2 | $3.05M | Buy |
43,921
+2,593
| +6% | +$180K | 0.58% | 40 |
|
|
2018
Q1 | $2.7M | Buy |
+41,328
| New | +$2.7M | 0.58% | 44 |
|