SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 42,251 Value ($000) $1,804 Avg Close Range
Q3 2025
Shares 20,262 Value ($000) $1,767 Avg Close Range
Q2 2025
Shares 13,907 Value ($000) $1,136 Avg Close Range
Q1 2025
Shares 14,360 Value ($000) $1,132 Avg Close Range
Q4 2024
Shares 8,059 Value ($000) $610 Avg Close Range
Q3 2024
Shares 10,298 Value ($000) $832 Avg Close Range
Q2 2024
Shares 13,308 Value ($000) $907 Avg Close Range
Q1 2024
Shares 15,529 Value ($000) $1,019 Avg Close Range
Q4 2023
Shares 14,663 Value ($000) $929 Avg Close Range
Q3 2023
Shares 14,213 Value ($000) $838 Avg Close Range
Q2 2023
Shares 16,708 Value ($000) $1,093 Avg Close Range
Q1 2023
Shares 14,368 Value ($000) $973 Avg Close Range
Q4 2022
Shares 13,254 Value ($000) $934 Avg Close Range
Q3 2022
Shares 12,237 Value ($000) $802 Avg Close Range
Q2 2022
Shares 9,139 Value ($000) $641 Avg Close Range
Q1 2022
Shares 9,003 Value ($000) $670 Avg Close Range
Q4 2021
Shares 8,298 Value ($000) $594 Avg Close Range
Q3 2021
Shares 7,945 Value ($000) $508 Avg Close Range
Q2 2021
Shares 7,382 Value ($000) $467 Avg Close Range
Q1 2021
Shares 7,295 Value ($000) $467 Avg Close Range
Q4 2020
Shares 9,121 Value ($000) $572 Avg Close Range
Q3 2020
Shares 6,664 Value ($000) $396 Avg Close Range
Q2 2020
Shares 6,664 Value ($000) $376 Avg Close Range
Q1 2020
Shares 6,037 Value ($000) $335 Avg Close Range
Q4 2019
Shares 8,778 Value ($000) $606 Avg Close Range
Q3 2019
Shares 7,733 Value ($000) $476 Avg Close Range
Q2 2019
Shares 7,786 Value ($000) $469 Avg Close Range
Q1 2019
Shares 7,221 Value ($000) $420 Avg Close Range
Q4 2018
Shares 7,303 Value ($000) $406 Avg Close Range
Q3 2018
Shares 5,082 Value ($000) $279 Avg Close Range
Q2 2018
Shares 2,500 Value ($000) $130 Avg Close Range
Q1 2018
Shares 2,349 Value ($000) $119 Avg Close Range