SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 59,674 Value ($000) $3,268 Avg Close Range
Q3 2025
Shares 64,399 Value ($000) $3,469 Avg Close Range
Q2 2025
Shares 93,504 Value ($000) $4,897 Avg Close Range
Q1 2025
Shares 99,697 Value ($000) $4,966 Avg Close Range
Q4 2024
Shares 116,786 Value ($000) $5,644 Avg Close Range
Q3 2024
Shares 144,913 Value ($000) $6,567 Avg Close Range
Q2 2024
Shares 169,663 Value ($000) $6,975 Avg Close Range
Q1 2024
Shares 176,424 Value ($000) $7,431 Avg Close Range
Q4 2023
Shares 142,431 Value ($000) $5,355 Avg Close Range
Q3 2023
Shares 139,343 Value ($000) $4,622 Avg Close Range
Q2 2023
Shares 170,265 Value ($000) $5,740 Avg Close Range
Q1 2023
Shares 161,211 Value ($000) $5,183 Avg Close Range
Q4 2022
Shares 125,374 Value ($000) $4,288 Avg Close Range
Q3 2022
Shares 96,755 Value ($000) $2,937 Avg Close Range
Q2 2022
Shares 103,995 Value ($000) $3,271 Avg Close Range
Q1 2022
Shares 101,176 Value ($000) $3,877 Avg Close Range
Q4 2021
Shares 98,044 Value ($000) $3,829 Avg Close Range
Q3 2021
Shares 93,167 Value ($000) $3,497 Avg Close Range
Q2 2021
Shares 80,864 Value ($000) $2,967 Avg Close Range
Q1 2021
Shares 68,172 Value ($000) $2,321 Avg Close Range
Q4 2020
Shares 74,911 Value ($000) $2,208 Avg Close Range
Q3 2020
Shares 76,656 Value ($000) $1,845 Avg Close Range
Q2 2020
Shares 73,742 Value ($000) $1,706 Avg Close Range
Q1 2020
Shares 73,681 Value ($000) $1,534 Avg Close Range
Q4 2019
Shares 66,617 Value ($000) $1,996 Avg Close Range
Q3 2019
Shares 69,732 Value ($000) $2,078 Avg Close Range
Q2 2019
Shares 69,507 Value ($000) $1,859 Avg Close Range
Q1 2019
Shares 70,605 Value ($000) $1,815 Avg Close Range
Q4 2018
Shares 70,316 Value ($000) $1,811 Avg Close Range
Q3 2018
Shares 60,336 Value ($000) $1,647 Avg Close Range
Q2 2018
Shares 68,681 Value ($000) $1,826 Avg Close Range
Q1 2018
Shares 63,986 Value ($000) $1,764 Avg Close Range