BWM
XLI icon

Bernard Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bernard Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$563K Buy
3,815
+3,498
+1,103% +$516K 0.26% 39
2025
Q1 		$41.6K Hold
317
– – 0.02% 134
2024
Q4 		$41.8K Buy
+317
New +$41.8K 0.02% 137