1834 INVESTMENT ADVISORS CO historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, 1834 INVESTMENT ADVISORS CO opened 79 positions, added to 375, reduced 520 and sold out of 82.
- Q2 2026: Stock SPYV; Country of operation —; Class STATE STREET SPD; Shares before 303,396.
- Q2 2026: Stock SPYG; Country of operation —; Class STATE STREET SPD; Shares before 162,313.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 31,089.
- Q2 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 30,732.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1138486), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2001-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPYV
SPDR SERIES TRUST | | STATE STREET SPD | 303,396 | 0 | -303,396 | $17,166,148 | $0 | -$17,166,148 | 2026-07-30 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 162,313 | 0 | -162,313 | $15,892,100 | $0 | -$15,892,100 | 2026-07-30 |
|---|
| Q2 2026 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 31,089 | 0 | -31,089 | $4,537,193 | $0 | -$4,537,193 | 2026-07-30 |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 30,732 | 0 | -30,732 | $2,816,313 | $0 | -$2,816,313 | 2026-07-30 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 18,934 | 0 | -18,934 | $2,516,351 | $0 | -$2,516,351 | 2026-07-30 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 9,590 | 0 | -9,590 | $1,405,990 | $0 | -$1,405,990 | 2026-07-30 |
|---|
| Q2 2026 | HYMB
SPDR SERIES TRUST | | STATE STREET SPD | 21,924 | 0 | -21,924 | $543,716 | $0 | -$543,716 | 2026-07-30 |
|---|
| Q2 2026 | SHM
SPDR SERIES TRUST | | STATE STREET SPD | 10,957 | 0 | -10,957 | $524,074 | $0 | -$524,074 | 2026-07-30 |
|---|
| Q2 2026 | ITM
VANECK ETF TRUST | | INTRMDT MUNI ETF | 11,148 | 0 | -11,148 | $517,602 | $0 | -$517,602 | 2026-07-30 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 6,836 | 0 | -6,836 | $418,774 | $0 | -$418,774 | 2026-07-30 |
|---|
| Q2 2026 | SHV
ISHARES TR | | TRUST ISHARE 0-1 | 3,423 | 0 | -3,423 | $377,865 | $0 | -$377,865 | 2026-07-30 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 6,014 | 0 | -6,014 | $296,912 | $0 | -$296,912 | 2026-07-30 |
|---|
| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 5,286 | 0 | -5,286 | $242,575 | $0 | -$242,575 | 2026-07-30 |
|---|
| Q4 2025 | SPYV
SPDR SERIES TRUST | | PRTFLO S&P500 VL | 313,758 | 0 | -313,758 | $17,360,232 | $0 | -$17,360,232 | 2026-01-29 |
|---|
| Q4 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 123,764 | 0 | -123,764 | $12,934,612 | $0 | -$12,934,612 | 2026-01-29 |
|---|
| Q4 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 59,598 | 0 | -59,598 | $5,468,149 | $0 | -$5,468,149 | 2026-01-29 |
|---|
| Q4 2025 | SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 38,027 | 0 | -38,027 | $5,325,629 | $0 | -$5,325,629 | 2026-01-29 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 11,744 | 0 | -11,744 | $3,310,211 | $0 | -$3,310,211 | 2026-01-29 |
|---|
| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 8,988 | 0 | -8,988 | $1,250,860 | $0 | -$1,250,860 | 2026-01-29 |
|---|
| Q4 2025 | SHM
SPDR SERIES TRUST | | NUVEEN ICE SHORT | 10,957 | 0 | -10,957 | $528,347 | $0 | -$528,347 | 2026-01-29 |
|---|
| Q4 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 4,188 | 0 | -4,188 | $462,733 | $0 | -$462,733 | 2026-01-29 |
|---|
| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 4,360 | 0 | -4,360 | $389,523 | $0 | -$389,523 | 2026-01-29 |
|---|
| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 6,949 | 0 | -6,949 | $374,343 | $0 | -$374,343 | 2026-01-29 |
|---|
| Q4 2025 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 2,880 | 0 | -2,880 | $307,527 | $0 | -$307,527 | 2026-01-29 |
|---|
| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 2,852 | 0 | -2,852 | $248,723 | $0 | -$248,723 | 2026-01-29 |
|---|
| Q4 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,215 | 0 | -1,215 | $226,586 | $0 | -$226,586 | 2026-01-29 |
|---|
| Q3 2025 | SPIB
SPDR SERIES TRUST | | PORTFOLIO INTRMD | 14,056 | 0 | -14,056 | $472,001 | $0 | -$472,001 | 2025-10-31 |
|---|
| Q3 2025 | IGSB
ISHARES TR | | ISHS 1-5YR INVS | 7,975 | 0 | -7,975 | $420,761 | $0 | -$420,761 | 2025-10-31 |
|---|
| Q3 2025 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 3,465 | 0 | -3,465 | $287,110 | $0 | -$287,110 | 2025-10-31 |
|---|
| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 390 | 0 | -390 | $215,140 | $0 | -$215,140 | 2025-10-31 |
|---|
| Q2 2025 | SHM
SPDR SER TR | | NUVEEN BLMBRG SH | 18,796 | 0 | -18,796 | $894,690 | $0 | -$894,690 | 2025-07-16 |
|---|
| Q2 2025 | EMXC
ISHARES INC | | MSCI EMRG CHN | 4,372 | 0 | -4,372 | $240,879 | $0 | -$240,879 | 2025-07-16 |
|---|
| Q1 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 21,792 | 0 | -21,792 | $505,139 | $0 | -$505,139 | 2025-05-09 |
|---|
| Q1 2025 | TBIL
RBB FD INC | | US TREAS 3 MNTH | 8,407 | 0 | -8,407 | $419,174 | $0 | -$419,174 | 2025-05-09 |
|---|
| Q1 2025 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 6,724 | 0 | -6,724 | $401,918 | $0 | -$401,918 | 2025-05-09 |
|---|
| Q1 2025 | IWS
ISHARES TR | | RUS MDCP VAL ETF | 1,981 | 0 | -1,981 | $256,223 | $0 | -$256,223 | 2025-05-09 |
|---|
| Q4 2024 | EFG
ISHARES TR | | EAFE GRWTH ETF | 8,808 | 0 | -8,808 | $948,182 | $0 | -$948,182 | 2025-01-21 |
|---|
| Q4 2024 | ICF
ISHARES TR | | COHEN STEER REIT | 11,454 | 0 | -11,454 | $754,934 | $0 | -$754,934 | 2025-01-21 |
|---|
| Q4 2024 | EFV
ISHARES TR | | EAFE VALUE ETF | 7,664 | 0 | -7,664 | $440,910 | $0 | -$440,910 | 2025-01-21 |
|---|
| Q4 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 2,321 | 0 | -2,321 | $272,996 | $0 | -$272,996 | 2025-01-21 |
|---|
| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 551 | 0 | -551 | $268,927 | $0 | -$268,927 | 2025-01-21 |
|---|
| Q3 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 13,782 | 0 | -13,782 | $290,249 | $0 | -$290,249 | 2024-10-30 |
|---|
| Q3 2024 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 12,576 | 0 | -12,576 | $241,145 | $0 | -$241,145 | 2024-10-30 |
|---|
| Q2 2024 | XLI
SELECT SECTOR SPDR TR | | INDL | 3,382 | 0 | -3,382 | $425,997 | $0 | -$425,997 | 2024-07-26 |
|---|
| Q2 2024 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 15,483 | 0 | -15,483 | $316,318 | $0 | -$316,318 | 2024-07-26 |
|---|
| Q2 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 2,572 | 0 | -2,572 | $207,381 | $0 | -$207,381 | 2024-07-26 |
|---|
| Q2 2024 | IHI
ISHARES TR | | U.S. MED DVC ETF | 3,429 | 0 | -3,429 | $200,906 | $0 | -$200,906 | 2024-07-26 |
|---|
| Q1 2024 | TUA
SIMPLIFY EXCHANGE TRADED FUN | | SHORT TERM TREA | 35,500 | 0 | -35,500 | $821,825 | $0 | -$821,825 | 2024-05-01 |
|---|
| Q1 2024 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 22,382 | 0 | -22,382 | $435,442 | $0 | -$435,442 | 2024-05-01 |
|---|
| Q1 2024 | TLT
ISHARES TR | | 20 YR TR BD ETF | 3,010 | 0 | -3,010 | $297,629 | $0 | -$297,629 | 2024-05-01 |
|---|
| Q1 2024 | ZROZ
PIMCO ETF TR | | 25YR+ ZERO U S | 3,430 | 0 | -3,430 | $292,682 | $0 | -$292,682 | 2024-05-01 |
|---|
| Q1 2024 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 1,914 | 0 | -1,914 | $201,794 | $0 | -$201,794 | 2024-05-01 |
|---|
| Q3 2016 | iShares Baa-Ba Rated Corporate
CUSIP 46432F107 | | INX | 16,795 | 0 | -16,795 | $886,000 | $0 | -$886,000 | 2016-11-15 |
|---|
| Q3 2016 | iShares 2016 S&P AMT-Free Muni
CUSIP 464289313 | | INX | 17,980 | 0 | -17,980 | $476,000 | $0 | -$476,000 | 2016-11-15 |
|---|
| Q3 2016 | NZF
Nuveen Enhanced Muni Credit Op | | INX | 20,417 | 0 | -20,417 | $325,000 | $0 | -$325,000 | 2016-11-15 |
|---|
| Q2 2016 | EFT
Eaton Vance Floating Rate Inco | | INX | 17,685 | 0 | -17,685 | $233,000 | $0 | -$233,000 | 2016-08-15 |
|---|
| Q2 2016 | SUB
iShares S&P Short Term Natl Mu | | INX | 2,000 | 0 | -2,000 | $212,000 | $0 | -$212,000 | 2016-08-15 |
|---|
| Q2 2016 | CHY
Calamos Convertible & High Inc | | INX | 17,590 | 0 | -17,590 | $183,000 | $0 | -$183,000 | 2016-08-15 |
|---|
| Q1 2016 | SPDR Barclays Short Term Muni
CUSIP 78464A425 | | INX | 30,800 | 0 | -30,800 | $750,000 | $0 | -$750,000 | 2016-05-03 |
|---|
| Q1 2016 | SPDR Barclays Capital Municipa
CUSIP 78464A458 | | INX | 11,300 | 0 | -11,300 | $275,000 | $0 | -$275,000 | 2016-05-03 |
|---|
| Q1 2016 | VGT
Vanguard Information Technolog | | INX | 2,062 | 0 | -2,062 | $223,000 | $0 | -$223,000 | 2016-05-03 |
|---|
| Q1 2016 | EMB
JP Morgan USD Emerging Mkts Bo | | INX | 1,940 | 0 | -1,940 | $205,000 | $0 | -$205,000 | 2016-05-03 |
|---|
| Q4 2015 | HEDJ
WisdomTree Europe Hedged Equit | | INX | 53,687 | 0 | -53,687 | $2,934,000 | $0 | -$2,934,000 | 2016-02-11 |
|---|
| Q4 2015 | SSO
ProShares Ultra S&P 500 | | INX | 29,820 | 0 | -29,820 | $1,658,000 | $0 | -$1,658,000 | 2016-02-11 |
|---|
| Q4 2015 | IBB
iShares Nasdaq Biotech Index | | INX | 3,197 | 0 | -3,197 | $970,000 | $0 | -$970,000 | 2016-02-11 |
|---|
| Q4 2015 | DXJ
WisdomTree Japan Hedged Equity | | INX | 5,700 | 0 | -5,700 | $277,000 | $0 | -$277,000 | 2016-02-11 |
|---|
| Q3 2015 | EDIV
SPDR S&P Emerging Mkts Dividen | | INX | 23,139 | 0 | -23,139 | $757,000 | $0 | -$757,000 | 2015-11-10 |
|---|
| Q3 2015 | IDV
iShares Dow Jones Intl Select | | INX | 22,760 | 0 | -22,760 | $736,000 | $0 | -$736,000 | 2015-11-10 |
|---|
| Q3 2015 | SCHF
Schwab International Equity | | INX | 20,184 | 0 | -20,184 | $615,000 | $0 | -$615,000 | 2015-11-10 |
|---|
| Q3 2015 | DEM
WisdomTree Emerging Mkts Equit | | INX | 12,865 | 0 | -12,865 | $559,000 | $0 | -$559,000 | 2015-11-10 |
|---|
| Q3 2015 | EWH
iShares MSCI Hong Kong Index F | | INX | 18,000 | 0 | -18,000 | $406,000 | $0 | -$406,000 | 2015-11-10 |
|---|
| Q3 2015 | iShares MSCI Taiwan
CUSIP 464286731 | | INX | 21,900 | 0 | -21,900 | $346,000 | $0 | -$346,000 | 2015-11-10 |
|---|
| Q3 2015 | XLV
Health Care Select Sector SPDR | | INX | 3,488 | 0 | -3,488 | $259,000 | $0 | -$259,000 | 2015-11-10 |
|---|
| Q2 2015 | VB
Vanguard Small Cap | | INX | 1,987 | 0 | -1,987 | $244,000 | $0 | -$244,000 | 2015-08-12 |
|---|
| Q2 2015 | VNQ
Vanguard REIT | | INX | 2,775 | 0 | -2,775 | $234,000 | $0 | -$234,000 | 2015-08-12 |
|---|
| Q1 2015 | iShares MSCI Singapore Index F
CUSIP 464286673 | | INX | 22,515 | 0 | -22,515 | $294,000 | $0 | -$294,000 | 2015-05-04 |
|---|
| Q1 2015 | DWX
SPDR S&P Intl Dividend | | INX | 5,096 | 0 | -5,096 | $214,000 | $0 | -$214,000 | 2015-05-04 |
|---|
| Q4 2014 | VSS
Vanguard FTSE All-World ex-US | | INX | 5,996 | 0 | -5,996 | $612,000 | $0 | -$612,000 | 2015-02-03 |
|---|
| Q3 2014 | IWN
iShares Russell 2000 Value | | INX | 2,115 | 0 | -2,115 | $218,000 | $0 | -$218,000 | 2014-11-06 |
|---|
| Q1 2014 | EWA
MSCI Australia Index Fd | | INX | 14,650 | 0 | -14,650 | $357,000 | $0 | -$357,000 | 2014-04-28 |
|---|
| Q1 2014 | GWX
SPDR S&P International Small C | | INX | 10,180 | 0 | -10,180 | $342,000 | $0 | -$342,000 | 2014-04-28 |
|---|
| Q3 2013 | IEZ
iShares Dow Jones US Oil Equip | | INX | 28,774 | 0 | -28,774 | $1,631,000 | $0 | -$1,631,000 | 2013-10-30 |
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