BPA
Beacon Pointe Advisors’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 | $6.94M | Buy |
47,011
+16,325
| +53% | +$2.41M | 0.07% | 244 |
|
|
2025
Q1 | $4.02M | Sell |
30,686
-14,778
| -33% | -$1.94M | 0.05% | 341 |
|
|
2024
Q4 | $5.99M | Buy |
45,464
+4,754
| +12% | +$626K | 0.07% | 243 |
|
|
2024
Q3 | $5.51M | Buy |
40,710
+35,037
| +618% | +$4.75M | 0.06% | 269 |
|
|
2024
Q2 | $691K | Sell |
5,673
-1,372
| -19% | -$167K | 0.01% | 752 |
|
|
2024
Q1 | $887K | Buy |
7,045
+1,420
| +25% | +$179K | 0.01% | 725 |
|
|
2023
Q4 | $641K | Sell |
5,625
-3,188
| -36% | -$363K | 0.01% | 802 |
|
|
2023
Q3 | $893K | Buy |
8,813
+4,743
| +117% | +$481K | 0.01% | 663 |
|
|
2023
Q2 | $437K | Sell |
4,070
-3,743
| -48% | -$402K | 0.01% | 750 |
|
|
2023
Q1 | $791K | Buy |
7,813
+3,890
| +99% | +$394K | 0.01% | 604 |
|
|
2022
Q4 | $385K | Buy |
3,923
+1,029
| +36% | +$101K | 0.01% | 780 |
|
|
2022
Q3 | $242K | Sell |
2,894
-351
| -11% | -$29.4K | 0.01% | 862 |
|
|
2022
Q2 | $284K | Sell |
3,245
-1,401
| -30% | -$123K | 0.01% | 846 |
|
|
2022
Q1 | $478K | Buy |
4,646
+2,673
| +135% | +$275K | 0.01% | 816 |
|
|
2021
Q4 | $209K | Sell |
1,973
-371
| -16% | -$39.3K | 0.01% | 861 |
|
|
2021
Q3 | $229K | Sell |
2,344
-422
| -15% | -$41.2K | 0.01% | 809 |
|
|
2021
Q2 | $283K | Buy |
2,766
+209
| +8% | +$21.4K | 0.01% | 677 |
|
|
2021
Q1 | $253K | Sell |
2,557
-198
| -7% | -$19.6K | 0.02% | 429 |
|
|
2020
Q4 | $245K | Buy |
+2,755
| New | +$245K | 0.02% | 419 |
|