Boltwood Capital Management’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 | $2M | Buy |
13,552
+81
| +0.6% | +$11.9K | 0.57% | 48 |
|
2025
Q1 | $1.77M | Buy |
13,471
+170
| +1% | +$22.3K | 0.54% | 51 |
|
2024
Q4 | $1.75M | Sell |
13,301
-261
| -2% | -$34.4K | 0.53% | 53 |
|
2024
Q3 | $1.84M | Sell |
13,562
-1,018
| -7% | -$138K | 0.54% | 53 |
|
2024
Q2 | $1.78M | Sell |
14,580
-1,423
| -9% | -$173K | 0.56% | 51 |
|
2024
Q1 | $2.02M | Sell |
16,003
-79
| -0.5% | -$9.95K | 0.62% | 48 |
|
2023
Q4 | $1.83M | Buy |
16,082
+154
| +1% | +$17.6K | 0.61% | 47 |
|
2023
Q3 | $1.61M | Sell |
15,928
-347
| -2% | -$35.2K | 0.6% | 45 |
|
2023
Q2 | $1.75M | Buy |
16,275
+129
| +0.8% | +$13.8K | 0.63% | 45 |
|
2023
Q1 | $1.63M | Buy |
16,146
+100
| +0.6% | +$10.1K | 0.61% | 46 |
|
2022
Q4 | $1.58M | Buy |
16,046
+758
| +5% | +$74.4K | 0.64% | 41 |
|
2022
Q3 | $1.27M | Sell |
15,288
-56
| -0.4% | -$4.64K | 0.58% | 48 |
|
2022
Q2 | $1.34M | Buy |
15,344
+57
| +0.4% | +$4.98K | 0.58% | 54 |
|
2022
Q1 | $1.57M | Sell |
15,287
-534
| -3% | -$55K | 0.61% | 51 |
|
2021
Q4 | $1.67M | Buy |
15,821
+794
| +5% | +$84K | 0.62% | 51 |
|
2021
Q3 | $1.47M | Buy |
15,027
+301
| +2% | +$29.4K | 0.59% | 54 |
|
2021
Q2 | $1.51M | Buy |
14,726
+245
| +2% | +$25.1K | 0.63% | 53 |
|
2021
Q1 | $1.43M | Buy |
14,481
+190
| +1% | +$18.7K | 0.63% | 51 |
|
2020
Q4 | $1.27M | Sell |
14,291
-170
| -1% | -$15K | 0.61% | 52 |
|
2020
Q3 | $1.11M | Sell |
14,461
-125
| -0.9% | -$9.62K | 0.62% | 51 |
|
2020
Q2 | $1M | Sell |
14,586
-225
| -2% | -$15.5K | 0.61% | 52 |
|
2020
Q1 | $874K | Sell |
14,811
-6,895
| -32% | -$407K | 0.62% | 52 |
|
2019
Q4 | $1.77M | Buy |
21,706
+348
| +2% | +$28.3K | 0.99% | 34 |
|
2019
Q3 | $1.66M | Sell |
21,358
-909
| -4% | -$70.6K | 1.04% | 33 |
|
2019
Q2 | $1.72M | Hold |
22,267
| – | – | 1.1% | 32 |
|
2019
Q1 | $1.67M | Sell |
22,267
-9,153
| -29% | -$687K | 1.09% | 32 |
|
2018
Q4 | $2.02M | Buy |
31,420
+7,721
| +33% | +$497K | 1.38% | 24 |
|
2018
Q3 | $1.86M | Sell |
23,699
-580
| -2% | -$45.5K | 1.11% | 27 |
|
2018
Q2 | $1.74M | Sell |
24,279
-1,005
| -4% | -$72K | 1.13% | 28 |
|
2018
Q1 | $1.88M | Sell |
25,284
-806
| -3% | -$59.9K | 1.29% | 24 |
|
2017
Q4 | $1.97M | Buy |
26,090
+330
| +1% | +$25K | 1.21% | 23 |
|
2017
Q3 | $1.83M | Sell |
25,760
-30
| -0.1% | -$2.13K | 1.19% | 26 |
|
2017
Q2 | $1.76M | Sell |
25,790
-4,955
| -16% | -$337K | 1.19% | 27 |
|
2017
Q1 | $2M | Buy |
30,745
+3,350
| +12% | +$218K | 1.4% | 19 |
|
2016
Q4 | $1.7M | Sell |
27,395
-865
| -3% | -$53.8K | 1.3% | 22 |
|
2016
Q3 | $1.65M | Buy |
28,260
+1,475
| +6% | +$86.1K | 1.32% | 21 |
|
2016
Q2 | $1.5M | Buy |
26,785
+400
| +2% | +$22.4K | 1.25% | 21 |
|
2016
Q1 | $1.46M | Buy |
26,385
+12,710
| +93% | +$705K | 1.29% | 22 |
|
2015
Q4 | $725K | Buy |
13,675
+1,675
| +14% | +$88.8K | 0.66% | 50 |
|
2015
Q3 | $599K | Hold |
12,000
| – | – | 0.64% | 53 |
|
2015
Q2 | $649K | Sell |
12,000
-350
| -3% | -$18.9K | 0.64% | 55 |
|
2015
Q1 | $689K | Sell |
12,350
-200
| -2% | -$11.2K | 0.2% | 66 |
|
2014
Q4 | $710K | Buy |
12,550
+100
| +0.8% | +$5.66K | 0.2% | 68 |
|
2014
Q3 | $662K | Buy |
12,450
+1,700
| +16% | +$90.4K | 0.2% | 71 |
|
2014
Q2 | $581K | Buy |
10,750
+450
| +4% | +$24.3K | 0.17% | 73 |
|
2014
Q1 | $539K | Sell |
10,300
-8,700
| -46% | -$455K | 0.17% | 69 |
|
2013
Q4 | $993K | Buy |
+19,000
| New | +$993K | 0.33% | 52 |
|