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

Centricity 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 		$68.4K Hold
464
– – 0.05% 140
2025
Q1 		$60.8K Buy
464
+290
+167% +$38K 0.06% 149
2024
Q4 		$22.9K Buy
+174
New +$22.9K 0.02% 238