Cassaday & Co Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Cassaday & Co Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Buy
2025 Q1	$434K	Sell
2024 Q4	$441K	Sell
2024 Q3	$472K	Buy
2024 Q2	$408K	Sell
2024 Q1	$425K	Sell
2023 Q4	$402K	Buy
2023 Q3	$335K	Buy
2023 Q2	–	Sell
2023 Q1	$334K	Hold
2022 Q4	$325K	Buy