1834 Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-862	Closed	-$59K	–	459
2022 Q2	$59K	Sell	862 -2,960	-77%	-$233K	0.01%	261
2022 Q1	$354K	Sell	3,822 -150	-4%	-$13.7K	0.04%	152
2021 Q4	$406K	Hold	3,972	–	–	0.05%	144
2021 Q3	$356K	Buy	3,972 +354	+10%	+$32.2K	0.04%	147
2021 Q2	$323K	Sell	3,618 -384	-10%	-$33.4K	0.04%	156
2021 Q1	$336K	Sell	4,002 -1,582	-28%	-$132K	0.04%	154
2020 Q4	$449K	Buy	5,584 +4,508	+419%	+$348K	0.06%	137
2020 Q3	$79K	Buy	1,076 +194	+22%	+$13.7K	0.01%	239
2020 Q2	$56K	Sell	882 -294	-25%	-$17.3K	0.01%	237
2020 Q1	$58K	Sell	1,176 -100	-8%	-$5.91K	0.01%	244
2019 Q4	$80K	Hold	1,276	–	–	0.01%	250
2019 Q3	$77K	Hold	1,276	–	–	0.01%	250
2019 Q2	$76K	Buy	1,276 +76	+6%	+$4.45K	0.01%	252
2019 Q1	$69K	Sell	1,200 -412	-26%	-$22.3K	0.01%	248
2018 Q4	$80K	Sell	1,612 -1,472	-48%	-$77.8K	0.01%	234
2018 Q3	$181K	Buy	3,084 +768	+33%	+$43.7K	0.03%	201
2018 Q2	$127K	Buy	2,316 +320	+16%	+$16.9K	0.02%	208
2018 Q1	$101K	Hold	1,996	–	–	0.02%	218
2017 Q4	$98K	Buy	+1,996	New	+$93.9K	0.02%	241

Other funds holding XLY

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

1834 Investment Advisors's XLY Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 862 shares — an estimated $59K sold.

1834 Investment Advisors first reported a position in XLY in Q4 2017 and held it in 19 quarters. The position peaked at $449K in Q4 2020. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

1834 Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 862 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $59K.
1834 Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $449K in Q4 2020.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.