AAS
Avantax Advisory Services’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 | $16.8M | Buy |
113,846
+8,089
| +8% | +$1.19M | 0.09% | 170 |
|
|
2025
Q1 | $13.9M | Sell |
105,757
-7,803
| -7% | -$1.02M | 0.08% | 185 |
|
|
2024
Q4 | $15M | Buy |
113,560
+50,242
| +79% | +$6.62M | 0.09% | 161 |
|
|
2024
Q3 | $8.58M | Sell |
63,318
-27,634
| -30% | -$3.74M | 0.06% | 260 |
|
|
2024
Q2 | $11.1M | Buy |
90,952
+12,201
| +15% | +$1.49M | 0.08% | 187 |
|
|
2024
Q1 | $9.92M | Buy |
78,751
+20,419
| +35% | +$2.57M | 0.09% | 173 |
|
|
2023
Q4 | $6.65M | Sell |
58,332
-2,354
| -4% | -$268K | 0.07% | 227 |
|
|
2023
Q3 | $6.15M | Buy |
60,686
+705
| +1% | +$71.5K | 0.07% | 214 |
|
|
2023
Q2 | $6.44M | Buy |
59,981
+1,878
| +3% | +$202K | 0.07% | 206 |
|
|
2023
Q1 | $5.88M | Buy |
58,103
+4,239
| +8% | +$429K | 0.07% | 213 |
|
|
2022
Q4 | $5.29M | Sell |
53,864
-12,224
| -18% | -$1.2M | 0.07% | 212 |
|
|
2022
Q3 | $5.48M | Sell |
66,088
-648
| -1% | -$53.7K | 0.08% | 181 |
|
|
2022
Q2 | $5.83M | Buy |
66,736
+3,315
| +5% | +$290K | 0.09% | 170 |
|
|
2022
Q1 | $6.54M | Buy |
63,421
+1,707
| +3% | +$176K | 0.09% | 163 |
|
|
2021
Q4 | $6.53M | Buy |
61,714
+5,709
| +10% | +$604K | 0.1% | 156 |
|
|
2021
Q3 | $5.47M | Sell |
56,005
-1,114
| -2% | -$109K | 0.09% | 166 |
|
|
2021
Q2 | $5.86M | Buy |
57,119
+10,403
| +22% | +$1.07M | 0.11% | 152 |
|
|
2021
Q1 | $4.6M | Buy |
46,716
+25,206
| +117% | +$2.48M | 0.1% | 159 |
|
|
2020
Q4 | $1.9M | Sell |
21,510
-8,630
| -29% | -$764K | 0.05% | 276 |
|
|
2020
Q3 | $2.32M | Buy |
30,140
+21,153
| +235% | +$1.63M | 0.04% | 339 |
|
|
2020
Q2 | $619K | Sell |
8,987
-640
| -7% | -$44.1K | 0.02% | 432 |
|
|
2020
Q1 | $570K | Buy |
9,627
+944
| +11% | +$55.9K | 0.02% | 413 |
|
|
2019
Q4 | $701K | Buy |
8,683
+434
| +5% | +$35K | 0.02% | 401 |
|
|
2019
Q3 | $640K | Buy |
8,249
+229
| +3% | +$17.8K | 0.03% | 283 |
|
|
2019
Q2 | $621K | Buy |
8,020
+4,607
| +135% | +$357K | 0.03% | 260 |
|
|
2019
Q1 | $256K | Sell |
3,413
-393
| -10% | -$29.5K | 0.01% | 395 |
|
|
2018
Q4 | $243K | Buy |
+3,806
| New | +$243K | 0.04% | 342 |
|