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1834 Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1834 Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Sell
6,014
-935
-13% -$48.7K 0.04% 188
2025
Q4 		$381K Hold
6,949
– – 0.05% 176
2025
Q3 		$374K Sell
6,949
-5,278
-43% -$280K 0.05% 178
2025
Q2 		$640K Hold
12,227
– – 0.08% 149
2025
Q1 		$609K Hold
12,227
– – 0.08% 145
2024
Q4 		$591K Hold
12,227
– – 0.07% 150
2024
Q3 		$554K Sell
12,227
-3,783
-24% -$165K 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% -$69.4K 0.07% 128
2022
Q2 		$570K Buy
18,110
+12,597
+228% +$435K 0.08% 120
2022
Q1 		$211K Buy
5,513
+298
+6% +$11.6K 0.03% 192
2021
Q4 		$204K Buy
5,215
+2,315
+80% +$91K 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% -$2.02K 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% -$18.7K 0.01% 228
2020
Q1 		$79K Sell
3,788
-840
-18% -$23.1K 0.02% 229
2019
Q4 		$142K Sell
4,628
-120
-3% -$3.52K 0.02% 215
2019
Q3 		$133K Sell
4,748
-231
-5% -$6.38K 0.02% 223
2019
Q2 		$137K Sell
4,979
-11,013
-69% -$298K 0.02% 217
2019
Q1 		$411K Sell
15,992
-19,377
-55% -$500K 0.06% 127
2018
Q4 		$842K Sell
35,369
-75,477
-68% -$1.96M 0.14% 99
2018
Q3 		$3.06M Buy
110,846
+4,967
+5% +$139K 0.45% 66
2018
Q2 		$2.82M Buy
105,879
+5,259
+5% +$145K 0.44% 65
2018
Q1 		$2.77M Buy
100,620
+11,461
+13% +$330K 0.47% 62
2017
Q4 		$2.49M Buy
89,159
+30,830
+53% +$830K 0.39% 71
2017
Q3 		$1.51M Buy
58,329
+37,289
+177% +$930K 0.28% 78
2017
Q2 		$519K Buy
21,040
+4,464
+27% +$106K 0.1% 119
2017
Q1 		$393K Sell
16,576
-893
-5% -$21.4K 0.08% 145
2016
Q4 		$406K Buy
17,469
+2,069
+13% +$44.4K 0.08% 129
2016
Q3 		$297K Sell
15,400
-3,282
-18% -$67.7K 0.06% 143
2016
Q2 		$375K Hold
18,682
– – 0.08% 135
2016
Q1 		$369K Hold
18,682
– – 0.08% 130
2015
Q4 		$391K Sell
18,682
-114
-0.6% -$2.4K 0.09% 137
2015
Q3 		$374K Hold
18,796
– – 0.09% 148
2015
Q2 		$402K Buy
18,796
+114
+0.6% +$2.46K 0.11% 120
2015
Q1 		$395K Sell
18,682
-2,278
-11% -$48.2K 0.11% 122
2014
Q4 		$455K Hold
20,960
– – 0.13% 112
2014
Q3 		$426K Hold
20,960
– – 0.12% 115
2014
Q2 		$418K Hold
20,960
– – 0.11% 117
2014
Q1 		$411K Sell
20,960
-342
-2% -$6.53K 0.12% 109
2013
Q4 		$409K Hold
21,302
– – 0.12% 114
2013
Q3 		$372K Hold
21,302
– – 0.12% 110
2013
Q2 		$364K Buy
+21,302
New +$357K 0.12% 111

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1834 Investment Advisors's XLF Position: Q1 2026 in Review

1834 Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q1 2026, selling an estimated $48.7K and leaving 6,014 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #188.

1834 Investment Advisors first reported a position in XLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q3 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • 1834 Investment Advisors held 6,014 shares of State Street Financial Select Sector SPDR ETF worth $297K as of Q1 2026.
  • 1834 Investment Advisors sold 935 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $48.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.04% of 1834 Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • 1834 Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • 1834 Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.06M in Q3 2018.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.