1834 Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $893K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.76M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $731K | Sell |
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|
2019
Q4 | $5.1M | Sell |
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|
2019
Q3 | $5.83M | Buy |
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|
2019
Q2 | $5.34M | Sell |
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|
2019
Q1 | $5.24M | Sell |
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|
2018
Q4 | $8.53M | Buy |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $41K | Sell |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $49K | Buy |
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