1834 Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,382	Closed	-$426K	–	225
2024 Q1	$426K	Hold	3,382	–	–	0.05%	175
2023 Q4	$386K	Hold	3,382	–	–	0.05%	182
2023 Q3	$343K	Hold	3,382	–	–	0.04%	189
2023 Q2	$363K	Hold	3,382	–	–	0.04%	193
2023 Q1	$342K	Hold	3,382	–	–	0.04%	195
2022 Q4	$332K	Hold	3,382	–	–	0.05%	152
2022 Q3	$280K	Hold	3,382	–	–	0.04%	163
2022 Q2	$295K	Buy	3,382 +3,173	+1,518%	+$299K	0.04%	156
2022 Q1	$22K	Hold	209	–	–	﹤0.01%	310
2021 Q4	$22K	Hold	209	–	–	﹤0.01%	326
2021 Q3	$20K	Sell	209 -144	-41%	-$14.8K	﹤0.01%	342
2021 Q2	$36K	Hold	353	–	–	﹤0.01%	299
2021 Q1	$35K	Sell	353 -226	-39%	-$20.7K	﹤0.01%	287
2020 Q4	$51K	Buy	579 +34	+6%	+$2.87K	0.01%	266
2020 Q3	$42K	Hold	545	–	–	0.01%	272
2020 Q2	$37K	Sell	545 -89	-14%	-$5.77K	0.01%	258
2020 Q1	$37K	Sell	634 -345	-35%	-$26K	0.01%	266
2019 Q4	$80K	Buy	979 +162	+20%	+$12.9K	0.01%	249
2019 Q3	$63K	Hold	817	–	–	0.01%	260
2019 Q2	$63K	Buy	817 +58	+8%	+$4.41K	0.01%	264
2019 Q1	$57K	Sell	759 -61	-7%	-$4.42K	0.01%	265
2018 Q4	$53K	Sell	820 -152	-16%	-$10.8K	0.01%	266
2018 Q3	$76K	Buy	972 +584	+151%	+$44.5K	0.01%	250
2018 Q2	$28K	Sell	388 -1,076	-73%	-$79.8K	﹤0.01%	318
2018 Q1	$109K	Hold	1,464	–	–	0.02%	209
2017 Q4	$111K	Buy	+1,464	New	+$107K	0.02%	229

Other funds holding XLI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1834 Investment Advisors's XLI Position: Q2 2024 in Review

1834 Investment Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 3,382 shares — an estimated $426K sold.

1834 Investment Advisors first reported a position in XLI in Q4 2017 and held it in 26 quarters. The position peaked at $426K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

1834 Investment Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
1834 Investment Advisors sold 3,382 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $426K.
1834 Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 26 quarters.
1834 Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $426K in Q1 2024.
1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on 1834 Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.