1834 Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Sell	18,934 -4,058	-18%	-$572K	0.31%	73
2025 Q4	$3.31M	Sell	22,992 -496	-2%	-$71.6K	0.42%	66
2025 Q3	$3.31M	Hold	23,488	–	–	0.41%	66
2025 Q2	$2.97M	Hold	23,488	–	–	0.38%	65
2025 Q1	$2.42M	Sell	23,488 -370	-2%	-$41.9K	0.31%	73
2024 Q4	$2.77M	Sell	23,858 -164	-0.7%	-$19.1K	0.35%	70
2024 Q3	$2.71M	Sell	24,022 -60	-0.2%	-$6.59K	0.32%	74
2024 Q2	$2.72M	Hold	24,082	–	–	0.33%	75
2024 Q1	$2.51M	Hold	24,082	–	–	0.3%	79
2023 Q4	$2.32M	Sell	24,082 -3,224	-12%	-$287K	0.28%	79
2023 Q3	$2.24M	Sell	27,306 -3,864	-12%	-$331K	0.28%	80
2023 Q2	$2.71M	Sell	31,170 -1,626	-5%	-$128K	0.32%	73
2023 Q1	$2.48M	Sell	32,796 -450	-1%	-$31K	0.3%	76
2022 Q4	$2.07M	Sell	33,246 -3,872	-10%	-$246K	0.3%	72
2022 Q3	$2.2M	Hold	37,118	–	–	0.33%	66
2022 Q2	$2.36M	Sell	37,118 -1,552	-4%	-$108K	0.33%	62
2022 Q1	$3.07M	Sell	38,670 -1,312	-3%	-$103K	0.38%	59
2021 Q4	$3.48M	Sell	39,982 -1,210	-3%	-$99.6K	0.39%	63
2021 Q3	$3.08M	Sell	41,192 -2,596	-6%	-$200K	0.38%	66
2021 Q2	$3.23M	Sell	43,788 -840	-2%	-$58.8K	0.39%	65
2021 Q1	$2.96M	Sell	44,628 -1,480	-3%	-$97.7K	0.38%	64
2020 Q4	$3M	Sell	46,108 -2,128	-4%	-$130K	0.4%	63
2020 Q3	$2.81M	Sell	48,236 -2,134	-4%	-$121K	0.41%	60
2020 Q2	$2.63M	Sell	50,370 -2,786	-5%	-$131K	0.42%	59
2020 Q1	$2.14M	Sell	53,156 -2,194	-4%	-$100K	0.41%	64
2019 Q4	$2.54M	Sell	55,350 -41,958	-43%	-$1.8M	0.39%	64
2019 Q3	$3.92M	Sell	97,308 -202	-0.2%	-$8.08K	0.57%	57
2019 Q2	$3.81M	Sell	97,510 -1,842	-2%	-$70.2K	0.57%	56
2019 Q1	$3.68M	Buy	99,352 +1,200	+1%	+$41.1K	0.56%	61
2018 Q4	$3.04M	Sell	98,152 -52,866	-35%	-$1.79M	0.51%	61
2018 Q3	$5.69M	Buy	151,018 +8,966	+6%	+$329K	0.83%	50
2018 Q2	$4.93M	Buy	142,052 +5,618	+4%	+$193K	0.77%	54
2018 Q1	$4.46M	Buy	136,434 +1,474	+1%	+$49.5K	0.76%	48
2017 Q4	$4.32M	Buy	134,960 +20,058	+17%	+$629K	0.68%	51
2017 Q3	$3.4M	Buy	114,902 +2,566	+2%	+$73.9K	0.63%	55
2017 Q2	$3.07M	Buy	112,336 +11,602	+12%	+$319K	0.58%	60
2017 Q1	$2.69M	Buy	100,734 +1,576	+2%	+$40.6K	0.52%	60
2016 Q4	$2.4M	Buy	99,158 +25,954	+35%	+$619K	0.48%	58
2016 Q3	$1.75M	Buy	73,204 +17,978	+33%	+$418K	0.38%	65
2016 Q2	$1.2M	Buy	55,226 +3,846	+7%	+$83.4K	0.26%	86
2016 Q1	$1.14M	Buy	51,380 +35,908	+232%	+$742K	0.26%	86
2015 Q4	$331K	Buy	15,472 +132	+0.9%	+$2.84K	0.08%	145
2015 Q3	$303K	Sell	15,340 -8,018	-34%	-$165K	0.08%	161
2015 Q2	$484K	Buy	23,358 +11,158	+91%	+$238K	0.13%	112
2015 Q1	$253K	Buy	+12,200	New	+$254K	0.07%	143

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

1834 Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q1 2026, selling an estimated $572K and leaving 18,934 shares worth $2.52M. The position accounts for 0.31% of the portfolio, ranked #73.

1834 Investment Advisors first reported a position in XLK in Q1 2015 and has held it in 45 quarters since. The position peaked at $5.69M in Q3 2018. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

1834 Investment Advisors held 18,934 shares of State Street Technology Select Sector SPDR ETF worth $2.52M as of Q1 2026.
1834 Investment Advisors sold 4,058 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $572K.
State Street Technology Select Sector SPDR ETF made up 0.31% of 1834 Investment Advisors's portfolio in Q1 2026, its #73 holding.
1834 Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
1834 Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.69M in Q3 2018.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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