1IA
1834 Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
2,852
-74
| -3% | -$6.04K | 0.03% | 200 |
|
|
2025
Q1 | $231K | Sell |
2,926
-2,069
| -41% | -$163K | 0.03% | 197 |
|
|
2024
Q4 | $378K | Hold |
4,995
| – | – | 0.05% | 175 |
|
|
2024
Q3 | $403K | Sell |
4,995
-3,015
| -38% | -$244K | 0.05% | 178 |
|
|
2024
Q2 | $546K | Sell |
8,010
-540
| -6% | -$36.8K | 0.07% | 160 |
|
|
2024
Q1 | $561K | Sell |
8,550
-3,146
| -27% | -$207K | 0.07% | 162 |
|
|
2023
Q4 | $741K | Sell |
11,696
-184
| -2% | -$11.7K | 0.09% | 140 |
|
|
2023
Q3 | $700K | Sell |
11,880
-1,770
| -13% | -$104K | 0.09% | 144 |
|
|
2023
Q2 | $893K | Sell |
13,650
-2,871
| -17% | -$188K | 0.11% | 130 |
|
|
2023
Q1 | $1.12M | Sell |
16,521
-1,368
| -8% | -$92.6K | 0.13% | 116 |
|
|
2022
Q4 | $1.26M | Sell |
17,889
-2,252
| -11% | -$159K | 0.18% | 86 |
|
|
2022
Q3 | $1.32M | Sell |
20,141
-11,920
| -37% | -$781K | 0.2% | 82 |
|
|
2022
Q2 | $2.25M | Sell |
32,061
-5,002
| -13% | -$351K | 0.32% | 64 |
|
|
2022
Q1 | $2.76M | Buy |
37,063
+522
| +1% | +$38.9K | 0.34% | 62 |
|
|
2021
Q4 | $2.62M | Buy |
36,541
+237
| +0.7% | +$17K | 0.3% | 71 |
|
|
2021
Q3 | $2.32M | Buy |
36,304
+3,469
| +11% | +$222K | 0.28% | 75 |
|
|
2021
Q2 | $2.08M | Buy |
32,835
+1,929
| +6% | +$122K | 0.25% | 80 |
|
|
2021
Q1 | $1.98M | Buy |
30,906
+3,022
| +11% | +$194K | 0.26% | 76 |
|
|
2020
Q4 | $1.75M | Buy |
27,884
+3,653
| +15% | +$229K | 0.23% | 77 |
|
|
2020
Q3 | $1.44M | Buy |
24,231
+3,172
| +15% | +$188K | 0.21% | 75 |
|
|
2020
Q2 | $1.19M | Buy |
21,059
+7,875
| +60% | +$444K | 0.19% | 78 |
|
|
2020
Q1 | $731K | Sell |
13,184
-65,739
| -83% | -$3.64M | 0.14% | 95 |
|
|
2019
Q4 | $5.1M | Sell |
78,923
-11,192
| -12% | -$723K | 0.78% | 42 |
|
|
2019
Q3 | $5.83M | Buy |
90,115
+531
| +0.6% | +$34.4K | 0.85% | 42 |
|
|
2019
Q2 | $5.34M | Sell |
89,584
-418
| -0.5% | -$24.9K | 0.81% | 46 |
|
|
2019
Q1 | $5.24M | Sell |
90,002
-71,184
| -44% | -$4.14M | 0.8% | 47 |
|
|
2018
Q4 | $8.53M | Buy |
161,186
+160,871
| +51,070% | +$8.51M | 1.43% | 20 |
|
|
2018
Q3 | $17K | Sell |
315
-468
| -60% | -$25.3K | ﹤0.01% | 338 |
|
|
2018
Q2 | $41K | Sell |
783
-140
| -15% | -$7.33K | 0.01% | 290 |
|
|
2018
Q1 | $47K | Hold |
923
| – | – | 0.01% | 283 |
|
|
2017
Q4 | $49K | Buy |
+923
| New | +$49K | 0.01% | 292 |
|