Mount Yale Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Buy	34,449 +17,746	+106%	+$1.49M	0.07%	301
2025 Q4	$1.3M	Sell	16,703 -713	-4%	-$55.7K	0.06%	268
2025 Q3	$1.36M	Sell	17,416 -1,949	-10%	-$157K	0.1%	221
2025 Q2	$1.57M	Sell	19,365 -845	-4%	-$68.6K	0.12%	145
2025 Q1	$1.65M	Sell	20,210 -414	-2%	-$33K	0.14%	135
2024 Q4	$1.62M	Sell	20,624 -5,585	-21%	-$453K	0.13%	142
2024 Q3	$2.18M	Sell	26,209 -2,705	-9%	-$217K	0.21%	110
2024 Q2	$2.21M	Sell	28,914 -1,381	-5%	-$105K	0.18%	114
2024 Q1	$2.31M	Buy	30,295 +1,390	+5%	+$103K	0.18%	116
2023 Q4	$2.08M	Buy	28,905 +948	+3%	+$65.7K	0.2%	117
2023 Q3	$1.92M	Sell	27,957 -4,098	-13%	-$300K	0.21%	110
2023 Q2	$2.38M	Buy	32,055 +2,058	+7%	+$154K	0.25%	92
2023 Q1	$2.24M	Buy	29,997 +1,840	+7%	+$135K	0.25%	94
2022 Q4	$2.1M	Sell	28,157 -523	-2%	-$38.1K	0.24%	99
2022 Q3	$1.91M	Buy	28,680 +7,729	+37%	+$566K	0.25%	96
2022 Q2	$1.51M	Buy	20,951 +283	+1%	+$21.2K	0.19%	118
2022 Q1	$1.57M	Buy	20,668 +2,106	+11%	+$159K	0.17%	132
2021 Q4	$1.43M	Buy	18,562 +721	+4%	+$52.3K	0.15%	149
2021 Q3	$1.23M	Buy	17,841 +1,338	+8%	+$95.4K	0.14%	164
2021 Q2	$1.16M	Buy	16,503 +179	+1%	+$12.5K	0.14%	155
2021 Q1	$1.11M	Buy	16,324 +798	+5%	+$52.5K	0.15%	146
2020 Q4	$1.05M	Sell	15,526 -557	-3%	-$36.8K	0.15%	162
2020 Q3	$1.03M	Sell	16,083 -274	-2%	-$17.3K	0.15%	147
2020 Q2	$959K	Sell	16,357 -6,027	-27%	-$352K	0.17%	131
2020 Q1	$1.22M	Sell	22,384 -4,590	-17%	-$279K	0.27%	95
2019 Q4	$1.7M	Buy	26,974 +295	+1%	+$18.2K	0.3%	86
2019 Q3	$1.62M	Buy	26,679 +123	+0.5%	+$7.39K	0.29%	86
2019 Q2	$1.56M	Buy	26,556 +1,552	+6%	+$88.9K	0.29%	83
2019 Q1	$1.4M	Buy	25,004 +668	+3%	+$35.7K	0.26%	95
2018 Q4	$1.31M	Buy	24,336 +8,021	+49%	+$435K	0.27%	92
2018 Q3	$921K	Sell	16,315 -1,273	-7%	-$68.3K	0.16%	117
2018 Q2	$906K	Buy	17,588 +1,286	+8%	+$65.3K	0.17%	119
2018 Q1	$858K	Buy	+16,302	New	+$898K	0.18%	117

Other funds holding XLP

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 106% in Q1 2026, buying an estimated $1.49M and bringing the position to 34,449 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #301.

Mount Yale Investment Advisors first reported a position in XLP in Q1 2018 and has held it in 33 quarters since. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Mount Yale Investment Advisors held 34,449 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.82M as of Q1 2026.
Mount Yale Investment Advisors bought 17,746 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.49M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #301 holding.
Mount Yale Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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