Energy Select Sector SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 16k | 87.80 |
| 2024-06-30 | $1.7M | 18k | 91.15 |
| 2024-03-31 | $1.8M | 19k | 94.41 |
| 2023-09-30 | $2.9M | 32k | 90.39 |
| 2023-06-30 | $2.5M | 31k | 81.17 |
| 2023-03-31 | $2.5M | 30k | 82.83 |
| 2022-12-31 | $2.3M | 26k | 87.47 |
| 2022-09-30 | $2.1M | 29k | 72.01 |
| 2022-06-30 | $2.0M | 29k | 71.52 |
| 2022-03-31 | $2.2M | 29k | 76.44 |
| 2021-12-31 | $1.6M | 29k | 55.51 |
| 2021-09-30 | $1.2M | 23k | 52.08 |
| 2021-06-30 | $815k | 15k | 53.89 |
| 2021-03-31 | $658k | 13k | 49.04 |
| 2020-12-31 | $388k | 10k | 37.86 |
| 2020-09-30 | $321k | 11k | 29.98 |
| 2020-06-30 | $404k | 11k | 37.87 |
| 2020-03-31 | $435k | 15k | 29.08 |
| 2019-12-31 | $613k | 12k | 53.45 |
| 2019-09-30 | $701k | 12k | 60.01 |
| 2019-06-30 | $668k | 12k | 58.10 |
| 2019-03-31 | $698k | 11k | 66.12 |
| 2018-12-31 | $670k | 11k | 63.21 |
| 2018-09-30 | $912k | 13k | 70.11 |
| 2018-06-30 | $697k | 9.2k | 75.98 |
| 2018-03-31 | $606k | 9.0k | 67.39 |
More positions owned by Mount Yale Investment Advisors
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