1IA
1834 Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
12,227
| – | – | 0.08% | 149 |
|
|
2025
Q1 | $609K | Hold |
12,227
| – | – | 0.08% | 144 |
|
|
2024
Q4 | $591K | Hold |
12,227
| – | – | 0.07% | 150 |
|
|
2024
Q3 | $554K | Sell |
12,227
-3,783
| -24% | -$171K | 0.06% | 157 |
|
|
2024
Q2 | $658K | Hold |
16,010
| – | – | 0.08% | 147 |
|
|
2024
Q1 | $674K | Hold |
16,010
| – | – | 0.08% | 143 |
|
|
2023
Q4 | $602K | Hold |
16,010
| – | – | 0.07% | 152 |
|
|
2023
Q3 | $531K | Hold |
16,010
| – | – | 0.07% | 162 |
|
|
2023
Q2 | $540K | Hold |
16,010
| – | – | 0.06% | 164 |
|
|
2023
Q1 | $515K | Hold |
16,010
| – | – | 0.06% | 175 |
|
|
2022
Q4 | $548K | Hold |
16,010
| – | – | 0.08% | 127 |
|
|
2022
Q3 | $486K | Sell |
16,010
-2,100
| -12% | -$63.7K | 0.07% | 128 |
|
|
2022
Q2 | $570K | Buy |
18,110
+12,597
| +228% | +$396K | 0.08% | 120 |
|
|
2022
Q1 | $211K | Buy |
5,513
+298
| +6% | +$11.4K | 0.03% | 192 |
|
|
2021
Q4 | $204K | Buy |
5,215
+2,315
| +80% | +$90.6K | 0.02% | 191 |
|
|
2021
Q3 | $109K | Hold |
2,900
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $106K | Hold |
2,900
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $99K | Sell |
2,900
-63
| -2% | -$2.15K | 0.01% | 237 |
|
|
2020
Q4 | $87K | Hold |
2,963
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $71K | Hold |
2,963
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $69K | Sell |
2,963
-825
| -22% | -$19.2K | 0.01% | 228 |
|
|
2020
Q1 | $79K | Sell |
3,788
-840
| -18% | -$17.5K | 0.02% | 229 |
|
|
2019
Q4 | $142K | Sell |
4,628
-120
| -3% | -$3.68K | 0.02% | 215 |
|
|
2019
Q3 | $133K | Sell |
4,748
-231
| -5% | -$6.47K | 0.02% | 223 |
|
|
2019
Q2 | $137K | Sell |
4,979
-11,013
| -69% | -$303K | 0.02% | 217 |
|
|
2019
Q1 | $411K | Sell |
15,992
-19,377
| -55% | -$498K | 0.06% | 127 |
|
|
2018
Q4 | $842K | Sell |
35,369
-75,477
| -68% | -$1.8M | 0.14% | 99 |
|
|
2018
Q3 | $3.06M | Buy |
110,846
+4,967
| +5% | +$137K | 0.45% | 66 |
|
|
2018
Q2 | $2.82M | Buy |
105,879
+5,259
| +5% | +$140K | 0.44% | 65 |
|
|
2018
Q1 | $2.77M | Buy |
100,620
+11,461
| +13% | +$316K | 0.47% | 62 |
|
|
2017
Q4 | $2.49M | Buy |
89,159
+30,830
| +53% | +$860K | 0.39% | 71 |
|
|
2017
Q3 | $1.51M | Buy |
58,329
+37,289
| +177% | +$964K | 0.28% | 78 |
|
|
2017
Q2 | $519K | Buy |
21,040
+4,464
| +27% | +$110K | 0.1% | 119 |
|
|
2017
Q1 | $393K | Sell |
16,576
-893
| -5% | -$21.2K | 0.08% | 145 |
|
|
2016
Q4 | $406K | Buy |
17,469
+2,069
| +13% | +$48.1K | 0.08% | 129 |
|
|
2016
Q3 | $297K | Sell |
15,400
-1,000
| -6% | -$19.3K | 0.06% | 143 |
|
|
2016
Q2 | $375K | Hold |
16,400
| – | – | 0.08% | 135 |
|
|
2016
Q1 | $369K | Hold |
16,400
| – | – | 0.08% | 130 |
|
|
2015
Q4 | $391K | Sell |
16,400
-100
| -0.6% | -$2.38K | 0.09% | 137 |
|
|
2015
Q3 | $374K | Hold |
16,500
| – | – | 0.09% | 148 |
|
|
2015
Q2 | $402K | Buy |
16,500
+100
| +0.6% | +$2.44K | 0.11% | 120 |
|
|
2015
Q1 | $395K | Sell |
16,400
-2,000
| -11% | -$48.2K | 0.11% | 122 |
|
|
2014
Q4 | $455K | Hold |
18,400
| – | – | 0.13% | 112 |
|
|
2014
Q3 | $426K | Hold |
18,400
| – | – | 0.12% | 115 |
|
|
2014
Q2 | $418K | Hold |
18,400
| – | – | 0.11% | 117 |
|
|
2014
Q1 | $411K | Sell |
18,400
-300
| -2% | -$6.7K | 0.12% | 109 |
|
|
2013
Q4 | $409K | Hold |
18,700
| – | – | 0.12% | 114 |
|
|
2013
Q3 | $372K | Hold |
18,700
| – | – | 0.12% | 110 |
|
|
2013
Q2 | $364K | Buy |
+18,700
| New | +$364K | 0.12% | 111 |
|