SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,294 Value ($000) $1,712 Avg Close Range
Q3 2025
Shares 27,039 Value ($000) $2,416 Avg Close Range
Q2 2025
Shares 15,833 Value ($000) $1,343 Avg Close Range
Q1 2025
Shares 13,526 Value ($000) $1,264 Avg Close Range
Q4 2024
Shares 13,736 Value ($000) $1,177 Avg Close Range
Q3 2024
Shares 15,533 Value ($000) $1,364 Avg Close Range
Q2 2024
Shares 18,213 Value ($000) $1,660 Avg Close Range
Q1 2024
Shares 18,639 Value ($000) $1,760 Avg Close Range
Q4 2023
Shares 32,432 Value ($000) $2,719 Avg Close Range
Q3 2023
Shares 32,041 Value ($000) $2,896 Avg Close Range
Q2 2023
Shares 30,948 Value ($000) $2,512 Avg Close Range
Q1 2023
Shares 29,672 Value ($000) $2,458 Avg Close Range
Q4 2022
Shares 26,378 Value ($000) $2,307 Avg Close Range
Q3 2022
Shares 29,175 Value ($000) $2,101 Avg Close Range
Q2 2022
Shares 28,634 Value ($000) $2,048 Avg Close Range
Q1 2022
Shares 29,358 Value ($000) $2,244 Avg Close Range
Q4 2021
Shares 28,141 Value ($000) $1,562 Avg Close Range
Q3 2021
Shares 22,733 Value ($000) $1,184 Avg Close Range
Q2 2021
Shares 15,123 Value ($000) $815 Avg Close Range
Q1 2021
Shares 13,419 Value ($000) $658 Avg Close Range
Q4 2020
Shares 10,247 Value ($000) $388 Avg Close Range
Q3 2020
Shares 10,708 Value ($000) $321 Avg Close Range
Q2 2020
Shares 10,667 Value ($000) $404 Avg Close Range
Q1 2020
Shares 14,959 Value ($000) $435 Avg Close Range
Q4 2019
Shares 11,468 Value ($000) $613 Avg Close Range
Q3 2019
Shares 11,682 Value ($000) $701 Avg Close Range
Q2 2019
Shares 11,498 Value ($000) $668 Avg Close Range
Q1 2019
Shares 10,556 Value ($000) $698 Avg Close Range
Q4 2018
Shares 10,599 Value ($000) $670 Avg Close Range
Q3 2018
Shares 13,008 Value ($000) $912 Avg Close Range
Q2 2018
Shares 9,174 Value ($000) $697 Avg Close Range
Q1 2018
Shares 8,992 Value ($000) $606 Avg Close Range