1834 Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Hold	5,286	–	–	0.03%	208
2026 Q1	$243K	Hold	5,286	–	–	0.03%	202
2025 Q4	$226K	Sell	5,286 -418	-7%	-$18.5K	0.03%	201
2025 Q3	$249K	Hold	5,704	–	–	0.03%	197
2025 Q2	$233K	Sell	5,704 -148	-3%	-$5.9K	0.03%	200
2025 Q1	$231K	Sell	5,852 -4,138	-41%	-$162K	0.03%	198
2024 Q4	$378K	Hold	9,990	–	–	0.05%	175
2024 Q3	$403K	Sell	9,990 -6,030	-38%	-$224K	0.05%	178
2024 Q2	$546K	Sell	16,020 -1,080	-6%	-$37.1K	0.07%	160
2024 Q1	$561K	Sell	17,100 -6,292	-27%	-$196K	0.07%	162
2023 Q4	$741K	Sell	23,392 -368	-2%	-$11.3K	0.09%	140
2023 Q3	$700K	Sell	23,760 -3,540	-13%	-$114K	0.09%	144
2023 Q2	$893K	Sell	27,300 -5,742	-17%	-$193K	0.11%	130
2023 Q1	$1.12M	Sell	33,042 -2,736	-8%	-$92.7K	0.13%	116
2022 Q4	$1.26M	Sell	35,778 -4,504	-11%	-$153K	0.18%	86
2022 Q3	$1.32M	Sell	40,282 -23,840	-37%	-$874K	0.2%	82
2022 Q2	$2.25M	Sell	64,122 -10,004	-13%	-$362K	0.32%	64
2022 Q1	$2.76M	Buy	74,126 +1,044	+1%	+$36.2K	0.34%	62
2021 Q4	$2.62M	Buy	73,082 +474	+0.7%	+$16K	0.3%	71
2021 Q3	$2.32M	Buy	72,608 +6,938	+11%	+$232K	0.28%	75
2021 Q2	$2.08M	Buy	65,670 +3,858	+6%	+$126K	0.25%	80
2021 Q1	$1.98M	Buy	61,812 +6,044	+11%	+$188K	0.26%	76
2020 Q4	$1.75M	Buy	55,768 +7,306	+15%	+$231K	0.23%	77
2020 Q3	$1.44M	Buy	48,462 +6,344	+15%	+$188K	0.21%	75
2020 Q2	$1.19M	Buy	42,118 +15,750	+60%	+$454K	0.19%	78
2020 Q1	$731K	Sell	26,368 -131,478	-83%	-$4.2M	0.14%	95
2019 Q4	$5.1M	Sell	157,846 -22,384	-12%	-$711K	0.78%	42
2019 Q3	$5.83M	Buy	180,230 +1,062	+0.6%	+$32.8K	0.85%	42
2019 Q2	$5.34M	Sell	179,168 -836	-0.5%	-$24.6K	0.81%	46
2019 Q1	$5.24M	Sell	180,004 -142,368	-44%	-$3.96M	0.8%	47
2018 Q4	$8.53M	Buy	322,372 +321,742	+51,070%	+$8.74M	1.43%	20
2018 Q3	$17K	Sell	630 -936	-60%	-$24.9K	﹤0.01%	338
2018 Q2	$41K	Sell	1,566 -280	-15%	-$7.04K	0.01%	290
2018 Q1	$47K	Hold	1,846	–	–	0.01%	283
2017 Q4	$49K	Buy	+1,846	New	+$50.6K	0.01%	292

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

1834 Investment Advisors's XLU Position: Q2 2026 in Review

1834 Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,286 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #208.

1834 Investment Advisors first reported a position in XLU in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.53M in Q4 2018. 753 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

1834 Investment Advisors held 5,286 shares of State Street Utilities Select Sector SPDR ETF worth $240K as of Q2 2026.
1834 Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of 1834 Investment Advisors's portfolio in Q2 2026, its #208 holding.
1834 Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
1834 Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $8.53M in Q4 2018.
753 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.