BA
Bellwether 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 | $41.1M | Buy |
278,857
+273,998
| +5,639% | +$40.4M | 7.03% | 3 |
|
|
2025
Q1 | $637K | Sell |
4,859
-1,369
| -22% | -$179K | 0.13% | 78 |
|
|
2024
Q4 | $821K | Sell |
6,228
-102,520
| -94% | -$13.5M | 0.15% | 75 |
|
|
2024
Q3 | $14.7M | Sell |
108,748
-49,306
| -31% | -$6.68M | 2.83% | 10 |
|
|
2024
Q2 | $19.3M | Buy |
158,054
+62,921
| +66% | +$7.67M | 4.04% | 5 |
|
|
2024
Q1 | $12M | Buy |
95,133
+914
| +1% | +$115K | 2.63% | 8 |
|
|
2023
Q4 | $10.7M | Sell |
94,219
-45,413
| -33% | -$5.18M | 2.64% | 7 |
|
|
2023
Q3 | $14.2M | Buy |
+139,632
| New | +$14.2M | 3.85% | 5 |
|
|
2023
Q2 | – | Sell |
-158,203
| Closed | -$16M | – | 480 |
|
|
2023
Q1 | $16M | Sell |
158,203
-80,986
| -34% | -$8.19M | 4.38% | 4 |
|
|
2022
Q4 | $23.5M | Buy |
+239,189
| New | +$23.5M | 6.82% | 4 |
|
|
2022
Q2 | – | Sell |
-1,934
| Closed | -$199K | – | 602 |
|
|
2022
Q1 | $199K | Hold |
1,934
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $204K | Hold |
1,934
| – | – | 0.06% | 123 |
|
|
2021
Q3 | $189K | Sell |
1,934
-54,984
| -97% | -$5.37M | 0.06% | 147 |
|
|
2021
Q2 | $5.83M | Sell |
56,918
-4,004
| -7% | -$410K | 2.01% | 15 |
|
|
2021
Q1 | $6M | Buy |
60,922
+32,297
| +113% | +$3.18M | 2.37% | 12 |
|
|
2020
Q4 | $2.53M | Buy |
+28,625
| New | +$2.53M | 1.12% | 27 |
|