Capital Insight Partners’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 | $1.77M | Sell |
12,029
-324
| -3% | -$47.8K | 0.31% | 73 |
|
2025
Q1 | $1.62M | Buy |
12,353
+1,157
| +10% | +$152K | 0.28% | 76 |
|
2024
Q4 | $1.48M | Buy |
11,196
+4,571
| +69% | +$602K | 0.26% | 84 |
|
2024
Q3 | $897K | Buy |
6,625
+159
| +2% | +$21.5K | 0.16% | 100 |
|
2024
Q2 | $788K | Buy |
6,466
+781
| +14% | +$95.2K | 0.15% | 104 |
|
2024
Q1 | $716K | Buy |
5,685
+585
| +11% | +$73.7K | 0.13% | 107 |
|
2023
Q4 | $581K | Hold |
5,100
| – | – | 0.12% | 110 |
|
2023
Q3 | $517K | Hold |
5,100
| – | – | 0.12% | 111 |
|
2023
Q2 | $547K | Hold |
5,100
| – | – | 0.12% | 114 |
|
2023
Q1 | $516K | Buy |
5,100
+44
| +0.9% | +$4.45K | 0.12% | 122 |
|
2022
Q4 | $497K | Sell |
5,056
-207
| -4% | -$20.3K | 0.13% | 113 |
|
2022
Q3 | $436K | Sell |
5,263
-3,521
| -40% | -$292K | 0.12% | 113 |
|
2022
Q2 | $767K | Sell |
8,784
-100
| -1% | -$8.73K | 0.18% | 106 |
|
2022
Q1 | $915K | Sell |
8,884
-318
| -3% | -$32.8K | 0.19% | 111 |
|
2021
Q4 | $974K | Sell |
9,202
-154
| -2% | -$16.3K | 0.2% | 111 |
|
2021
Q3 | $915K | Sell |
9,356
-675
| -7% | -$66K | 0.2% | 116 |
|
2021
Q2 | $1.03M | Sell |
10,031
-224
| -2% | -$22.9K | 0.23% | 113 |
|
2021
Q1 | $1.01M | Sell |
10,255
-142
| -1% | -$14K | 0.25% | 113 |
|
2020
Q4 | $921K | Sell |
10,397
-836
| -7% | -$74.1K | 0.23% | 114 |
|
2020
Q3 | $865K | Buy |
11,233
+3,184
| +40% | +$245K | 0.24% | 115 |
|
2020
Q2 | $553K | Buy |
+8,049
| New | +$553K | 0.17% | 120 |
|