Mount Yale Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $832K | Sell |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $929K | Buy |
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $396K | Hold |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $476K | Sell |
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|
2019
Q2 | $469K | Buy |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $406K | Buy |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | $130K | Buy |
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|
2018
Q1 | $119K | Buy |
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