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Mount Yale Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mount Yale Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Buy
74,084
+31,833
+75% +$1.43M 0.08% 257
2025
Q4 		$1.8M Buy
42,251
+1,727
+4% +$76.5K 0.09% 209
2025
Q3 		$1.77M Buy
40,524
+12,710
+46% +$538K 0.12% 178
2025
Q2 		$1.14M Sell
27,814
-906
-3% -$36.1K 0.09% 194
2025
Q1 		$1.13M Buy
28,720
+12,602
+78% +$492K 0.1% 176
2024
Q4 		$610K Sell
16,118
-4,478
-22% -$178K 0.05% 307
2024
Q3 		$832K Sell
20,596
-6,020
-23% -$223K 0.08% 230
2024
Q2 		$907K Sell
26,616
-4,442
-14% -$153K 0.07% 229
2024
Q1 		$1.02M Buy
31,058
+1,732
+6% +$54.1K 0.08% 218
2023
Q4 		$929K Buy
29,326
+900
+3% +$27.5K 0.09% 214
2023
Q3 		$838K Sell
28,426
-4,990
-15% -$161K 0.09% 212
2023
Q2 		$1.09M Buy
33,416
+4,680
+16% +$158K 0.12% 181
2023
Q1 		$973K Buy
28,736
+2,228
+8% +$75.5K 0.11% 187
2022
Q4 		$934K Buy
26,508
+2,034
+8% +$69.1K 0.11% 197
2022
Q3 		$802K Buy
24,474
+6,196
+34% +$227K 0.11% 201
2022
Q2 		$641K Buy
18,278
+272
+2% +$9.85K 0.08% 246
2022
Q1 		$670K Buy
18,006
+1,410
+8% +$48.9K 0.07% 260
2021
Q4 		$594K Buy
16,596
+706
+4% +$23.8K 0.06% 273
2021
Q3 		$508K Buy
15,890
+1,126
+8% +$37.6K 0.06% 282
2021
Q2 		$467K Buy
14,764
+174
+1% +$5.7K 0.06% 276
2021
Q1 		$467K Sell
14,590
-3,652
-20% -$113K 0.06% 269
2020
Q4 		$572K Buy
18,242
+4,914
+37% +$155K 0.08% 236
2020
Q3 		$396K Hold
13,328
– – 0.06% 256
2020
Q2 		$376K Buy
13,328
+1,254
+10% +$36.2K 0.07% 248
2020
Q1 		$335K Sell
12,074
-5,482
-31% -$175K 0.08% 227
2019
Q4 		$606K Buy
17,556
+2,090
+14% +$66.4K 0.11% 163
2019
Q3 		$476K Sell
15,466
-106
-0.7% -$3.27K 0.09% 200
2019
Q2 		$469K Buy
15,572
+1,130
+8% +$33.2K 0.09% 196
2019
Q1 		$420K Sell
14,442
-164
-1% -$4.56K 0.08% 211
2018
Q4 		$406K Buy
14,606
+4,442
+44% +$121K 0.08% 216
2018
Q3 		$279K Buy
10,164
+5,164
+103% +$137K 0.05% 266
2018
Q2 		$130K Buy
5,000
+302
+6% +$7.6K 0.02% 387
2018
Q1 		$119K Buy
+4,698
New +$117K 0.03% 400

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 75% in Q1 2026, buying an estimated $1.43M and bringing the position to 74,084 shares worth $3.4M. The position accounts for 0.08% of the portfolio, ranked #257.

Mount Yale Investment Advisors first reported a position in XLU in Q1 2018 and has held it in 33 quarters since. 1,594 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Mount Yale Investment Advisors held 74,084 shares of State Street Utilities Select Sector SPDR ETF worth $3.4M as of Q1 2026.
  • Mount Yale Investment Advisors bought 31,833 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.43M.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #257 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,594 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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