1834 Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

1834 Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,196	Closed	-$275K	–	237
2023 Q3	$275K	Sell	4,196 -2,725	-39%	-$182K	0.03%	203
2023 Q2	$450K	Sell	6,921 -3,771	-35%	-$230K	0.05%	176
2023 Q1	$620K	Sell	10,692 -6,559	-38%	-$356K	0.07%	155
2022 Q4	$828K	Sell	17,251 -41,202	-70%	-$2.02M	0.12%	110
2022 Q3	$2.8M	Sell	58,453 -10,663	-15%	-$587K	0.42%	59
2022 Q2	$3.75M	Buy	69,116 +6,647	+11%	+$400K	0.53%	51
2022 Q1	$4.3M	Buy	62,469 +3,842	+7%	+$271K	0.53%	52
2021 Q4	$4.55M	Buy	58,627 +3,974	+7%	+$314K	0.51%	56
2021 Q3	$4.38M	Sell	54,653 -183	-0.3%	-$15.1K	0.53%	55
2021 Q2	$4.44M	Buy	54,836 +225	+0.4%	+$17.5K	0.54%	57
2021 Q1	$4M	Buy	54,611 +7,579	+16%	+$539K	0.52%	57
2020 Q4	$3.17M	Buy	47,032 +46,212	+5,636%	+$2.94M	0.42%	60
2020 Q3	$49K	Buy	820 +80	+11%	+$4.74K	0.01%	264
2020 Q2	$40K	Sell	740 -493	-40%	-$25.3K	0.01%	255
2020 Q1	$55K	Sell	1,233 -279	-18%	-$14.4K	0.01%	247
2019 Q4	$81K	Sell	1,512 -187	-11%	-$9.63K	0.01%	247
2019 Q3	$84K	Hold	1,699	–	–	0.01%	247
2019 Q2	$84K	Buy	1,699 +593	+54%	+$28.8K	0.01%	245
2019 Q1	$52K	Sell	1,106 -685	-38%	-$31.2K	0.01%	269
2018 Q4	$74K	Buy	+1,791	New	+$80.3K	0.01%	241

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1834 Investment Advisors's XLC Position: Q4 2023 in Review

1834 Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 4,196 shares — an estimated $275K sold.

1834 Investment Advisors first reported a position in XLC in Q4 2018 and held it in 20 quarters. The position peaked at $4.55M in Q4 2021. 858 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

1834 Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
1834 Investment Advisors sold 4,196 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $275K.
1834 Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 20 quarters.
1834 Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.55M in Q4 2021.
858 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on 1834 Investment Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.