AO
Advisor OS’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
13,693
+1,554
| +13% | +$229K | 0.2% | 73 |
|
|
2025
Q1 | $1.59M | Buy |
12,139
+351
| +3% | +$46K | 0.18% | 77 |
|
|
2024
Q4 | $1.55M | Sell |
11,788
-40,714
| -78% | -$5.36M | 0.18% | 85 |
|
|
2024
Q3 | $7.11M | Buy |
52,502
+3,802
| +8% | +$515K | 0.71% | 27 |
|
|
2024
Q2 | $5.94M | Buy |
48,700
+1,824
| +4% | +$222K | 0.65% | 30 |
|
|
2024
Q1 | $5.9M | Buy |
46,876
+8,051
| +21% | +$1.01M | 0.68% | 26 |
|
|
2023
Q4 | $4.43M | Buy |
38,825
+4,338
| +13% | +$494K | 0.58% | 30 |
|
|
2023
Q3 | $3.5M | Buy |
34,487
+854
| +3% | +$86.6K | 0.52% | 34 |
|
|
2023
Q2 | $3.61M | Buy |
33,633
+1,734
| +5% | +$186K | 0.59% | 31 |
|
|
2023
Q1 | $3.23M | Buy |
+31,899
| New | +$3.23M | 0.77% | 24 |
|