Mount Yale Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.85M	Buy	33,056 +28,696	+658%	+$4.43M	0.11%	191
2025 Q4	$675K	Sell	4,360 -15,263	-78%	-$2.29M	0.03%	386
2025 Q3	$2.73M	Sell	19,623 -3,939	-17%	-$533K	0.19%	126
2025 Q2	$3.18M	Sell	23,562 -1,626	-6%	-$220K	0.25%	80
2025 Q1	$3.68M	Sell	25,188 -2,257	-8%	-$328K	0.32%	62
2024 Q4	$3.78M	Sell	27,445 -4,713	-15%	-$690K	0.3%	64
2024 Q3	$4.95M	Sell	32,158 -2,018	-6%	-$306K	0.48%	44
2024 Q2	$4.98M	Buy	34,176 +46	+0.1%	+$6.6K	0.39%	49
2024 Q1	$5.04M	Buy	34,130 +1,394	+4%	+$200K	0.39%	57
2023 Q4	$4.46M	Sell	32,736 -3,378	-9%	-$439K	0.42%	51
2023 Q3	$4.65M	Sell	36,114 -3,242	-8%	-$430K	0.51%	40
2023 Q2	$5.22M	Buy	39,356 +2,380	+6%	+$314K	0.55%	38
2023 Q1	$4.79M	Buy	36,976 +3,390	+10%	+$443K	0.54%	38
2022 Q4	$4.56M	Buy	33,586 +2,409	+8%	+$319K	0.52%	49
2022 Q3	$3.78M	Buy	31,177 +4,330	+16%	+$558K	0.5%	44
2022 Q2	$3.44M	Buy	26,847 +1,156	+4%	+$152K	0.43%	55
2022 Q1	$3.52M	Buy	25,691 +7,874	+44%	+$1.04M	0.38%	58
2021 Q4	$2.51M	Buy	17,817 +1,082	+6%	+$144K	0.26%	89
2021 Q3	$2.13M	Buy	16,735 +2,141	+15%	+$283K	0.25%	99
2021 Q2	$1.84M	Buy	14,594 +144	+1%	+$17.6K	0.22%	98
2021 Q1	$1.69M	Sell	14,450 -3,851	-21%	-$445K	0.22%	96
2020 Q4	$2.08M	Buy	18,301 +1,209	+7%	+$132K	0.29%	84
2020 Q3	$1.8M	Sell	17,092 -194	-1%	-$20.4K	0.26%	89
2020 Q2	$1.73M	Sell	17,286 -743	-4%	-$73.3K	0.31%	80
2020 Q1	$1.6M	Sell	18,029 -2,636	-13%	-$256K	0.36%	67
2019 Q4	$2.05M	Sell	20,665 -549	-3%	-$52.8K	0.36%	70
2019 Q3	$2.02M	Buy	21,214 +112	+0.5%	+$10.2K	0.36%	69
2019 Q2	$1.9M	Sell	21,102 -783	-4%	-$70.4K	0.35%	67
2019 Q1	$2.01M	Buy	21,885 +348	+2%	+$31.4K	0.38%	65
2018 Q4	$1.94M	Buy	21,537 +702	+3%	+$63.5K	0.39%	64
2018 Q3	$1.94M	Buy	20,835 +1,034	+5%	+$93.4K	0.34%	68
2018 Q2	$1.65M	Buy	19,801 +1,176	+6%	+$97.5K	0.31%	80
2018 Q1	$1.52M	Buy	+18,625	New	+$1.59M	0.33%	80

Other funds holding XLV

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

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

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

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

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

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

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

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

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

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

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

Mount Yale Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 658% in Q1 2026, buying an estimated $4.43M and bringing the position to 33,056 shares worth $4.85M. The position accounts for 0.11% of the portfolio, ranked #191.

Mount Yale Investment Advisors first reported a position in XLV in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.22M in Q2 2023. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Mount Yale Investment Advisors held 33,056 shares of State Street Health Care Select Sector SPDR ETF worth $4.85M as of Q1 2026.
Mount Yale Investment Advisors bought 28,696 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.43M.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #191 holding.
Mount Yale Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Mount Yale Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5.22M in Q2 2023.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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