AmeriServ Wealth Advisors’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
$1.7M Buy
11,518
+116
+1% +$17.1K 0.84% 18
2025
Q1
$1.49M Buy
11,402
+6,901
+153% +$905K 0.86% 21
2024
Q4
$593K Buy
+4,501
New +$593K 0.32% 31
2023
Q3
$324K Buy
+3,196
New +$324K 0.6% 33