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

Mount Yale Investment Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.23M Buy
84,710
+46,516
+122% +$5.44M 0.21% 105
2025
Q4 		$4.56M Buy
38,194
+27,320
+251% +$3.24M 0.22% 103
2025
Q3 		$1.3M Sell
10,874
-16,400
-60% -$1.88M 0.09% 234
2025
Q2 		$2.96M Sell
27,274
-1,500
-5% -$153K 0.23% 90
2025
Q1 		$2.84M Buy
28,774
+1,080
+4% +$117K 0.24% 90
2024
Q4 		$3.11M Sell
27,694
-20,866
-43% -$2.23M 0.25% 82
2024
Q3 		$4.86M Sell
48,560
-7,866
-14% -$735K 0.47% 47
2024
Q2 		$5.15M Buy
56,426
+806
+1% +$71.6K 0.41% 45
2024
Q1 		$5.11M Buy
55,620
+3,186
+6% +$284K 0.39% 52
2023
Q4 		$4.69M Buy
52,434
+6,044
+13% +$501K 0.45% 46
2023
Q3 		$3.73M Buy
46,390
+6,054
+15% +$512K 0.41% 56
2023
Q2 		$3.42M Buy
40,336
+3,366
+9% +$258K 0.36% 64
2023
Q1 		$2.76M Buy
36,970
+4,580
+14% +$328K 0.31% 76
2022
Q4 		$2.09M Buy
32,390
+50
+0.2% +$3.49K 0.24% 100
2022
Q3 		$2.3M Buy
32,340
+6,316
+24% +$494K 0.31% 78
2022
Q2 		$1.79M Buy
26,024
+680
+3% +$53.6K 0.23% 104
2022
Q1 		$2.34M Buy
25,344
+2,336
+10% +$214K 0.25% 90
2021
Q4 		$2.35M Sell
23,008
-1,028
-4% -$102K 0.24% 96
2021
Q3 		$2.16M Buy
24,036
+1,816
+8% +$165K 0.25% 98
2021
Q2 		$1.98M Sell
22,220
-4,126
-16% -$359K 0.24% 89
2021
Q1 		$2.21M Buy
26,346
+3,882
+17% +$323K 0.29% 84
2020
Q4 		$1.81M Sell
22,464
-762
-3% -$58.7K 0.25% 91
2020
Q3 		$1.71M Sell
23,226
-244
-1% -$17.3K 0.24% 94
2020
Q2 		$1.5M Buy
23,470
+1,722
+8% +$102K 0.27% 93
2020
Q1 		$1.07M Sell
21,748
-836
-4% -$49.4K 0.24% 106
2019
Q4 		$1.42M Buy
22,584
+516
+2% +$31.4K 0.25% 100
2019
Q3 		$1.33M Buy
22,068
+228
+1% +$13.7K 0.24% 100
2019
Q2 		$1.28M Sell
21,840
-2,136
-9% -$125K 0.24% 99
2019
Q1 		$1.36M Buy
23,976
+382
+2% +$20.7K 0.26% 96
2018
Q4 		$1.27M Buy
23,594
+876
+4% +$46.3K 0.26% 96
2018
Q3 		$1.27M Sell
22,718
-5,066
-18% -$289K 0.22% 98
2018
Q2 		$1.52M Buy
27,784
+870
+3% +$46K 0.29% 86
2018
Q1 		$1.36M Buy
+26,914
New +$1.4M 0.29% 87

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 122% in Q1 2026, buying an estimated $5.44M and bringing the position to 84,710 shares worth $9.23M. The position accounts for 0.21% of the portfolio, ranked #105.

Mount Yale Investment Advisors first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. 1,285 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Mount Yale Investment Advisors held 84,710 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.23M as of Q1 2026.
  • Mount Yale Investment Advisors bought 46,516 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $5.44M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,285 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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