Chicago Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.1M	Buy	87,483 +440	+0.5%	+$73.8K	5.65%	3
2025 Q4	$13.5M	Buy	87,043 +105	+0.1%	+$16.2K	5.43%	5
2025 Q3	$13.4M	Sell	86,938 -478	-0.5%	-$72.4K	5.84%	3
2025 Q2	$12.9M	Sell	87,416 -1,040	-1%	-$142K	6.15%	3
2025 Q1	$11.6M	Buy	88,456 +957	+1%	+$129K	6.08%	2
2024 Q4	$11.5M	Buy	87,499 +2,412	+3%	+$333K	5.99%	1
2024 Q3	$11.5M	Buy	85,087 +1,089	+1%	+$138K	6.15%	2
2024 Q2	$10.2M	Buy	83,998 +1,229	+1%	+$151K	5.89%	3
2024 Q1	$10.4M	Buy	82,769 +121	+0.1%	+$14.2K	6.19%	2
2023 Q4	$9.42M	Sell	82,648 -852	-1%	-$89.4K	6.44%	3
2023 Q3	$8.47M	Sell	83,500 -427	-0.5%	-$45.7K	6.67%	5
2023 Q2	$9.01M	Sell	83,927 -1,168	-1%	-$118K	6.86%	5
2023 Q1	$8.61M	Buy	+85,095	New	+$8.56M	6.84%	5
2022 Q2	–	Sell	-69,674	Closed	-$7.17M	–	49
2022 Q1	$7.17M	Sell	69,674 -1,913	-3%	-$194K	4.82%	14
2021 Q4	$7.58M	Buy	71,587 +2,085	+3%	+$217K	5.08%	11
2021 Q3	$6.8M	Buy	69,502 +2,947	+4%	+$303K	4.96%	11
2021 Q2	$6.82M	Buy	+66,555	New	+$6.82M	4.9%	10