Allegheny Financial Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Hold	3,678	–	–	0.12%	132
2025 Q1	$482K	Hold	3,678	–	–	0.12%	130
2024 Q4	$485K	Sell	3,678 -139	-4%	-$18.3K	0.12%	128
2024 Q3	$517K	Buy	3,817 +617	+19%	+$83.6K	0.13%	136
2024 Q2	$390K	Buy	+3,200	New	+$390K	0.11%	154