Consumer Staples Select Sect. SPDR shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 21k | 78.61 |
| 2024-09-30 | $2.2M | 26k | 83.00 |
| 2024-06-30 | $2.2M | 29k | 76.58 |
| 2024-03-31 | $2.3M | 30k | 76.36 |
| 2023-09-30 | $1.9M | 28k | 68.81 |
| 2023-06-30 | $2.4M | 32k | 74.17 |
| 2023-03-31 | $2.2M | 30k | 74.71 |
| 2022-12-31 | $2.1M | 28k | 74.55 |
| 2022-09-30 | $1.9M | 29k | 66.74 |
| 2022-06-30 | $1.5M | 21k | 72.17 |
| 2022-03-31 | $1.6M | 21k | 75.87 |
| 2021-12-31 | $1.4M | 19k | 77.09 |
| 2021-09-30 | $1.2M | 18k | 68.83 |
| 2021-06-30 | $1.2M | 17k | 69.99 |
| 2021-03-31 | $1.1M | 16k | 68.30 |
| 2020-12-31 | $1.0M | 16k | 67.44 |
| 2020-09-30 | $1.0M | 16k | 64.11 |
| 2020-06-30 | $959k | 16k | 58.63 |
| 2020-03-31 | $1.2M | 22k | 54.46 |
| 2019-12-31 | $1.7M | 27k | 63.17 |
| 2019-09-30 | $1.6M | 27k | 60.87 |
| 2019-06-30 | $1.6M | 27k | 58.89 |
| 2019-03-31 | $1.4M | 25k | 56.11 |
| 2018-12-31 | $1.3M | 24k | 53.91 |
| 2018-09-30 | $921k | 16k | 56.45 |
| 2018-06-30 | $906k | 18k | 51.51 |
| 2018-03-31 | $858k | 16k | 52.63 |
More positions owned by Mount Yale Investment Advisors
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Top funds holding Consumer Staples Select Sect. SPDR
View all funds holding Consumer Staples Select Sect. SPDR