CIBC Private Wealth Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Sell |
6,342
-2,610
| -29% | -$385K | ﹤0.01% | 680 |
|
|
2025
Q1 | $1.04M | Sell |
8,952
-1,280
| -13% | -$149K | ﹤0.01% | 642 |
|
|
2024
Q4 | $1.36M | Buy |
10,232
+919
| +10% | +$122K | ﹤0.01% | 638 |
|
|
2024
Q3 | $1.26M | Sell |
9,313
-1,174
| -11% | -$159K | ﹤0.01% | 644 |
|
|
2024
Q2 | $1.27M | Sell |
10,487
-500
| -5% | -$60.7K | ﹤0.01% | 616 |
|
|
2024
Q1 | $1.37M | Buy |
10,987
+1,544
| +16% | +$193K | ﹤0.01% | 602 |
|
|
2023
Q4 | $1.08M | Sell |
9,443
-5,975
| -39% | -$681K | ﹤0.01% | 614 |
|
|
2023
Q3 | $1.56M | Buy |
15,418
+7,187
| +87% | +$729K | ﹤0.01% | 538 |
|
|
2023
Q2 | $883K | Sell |
8,231
-925
| -10% | -$99.3K | ﹤0.01% | 615 |
|
|
2023
Q1 | $926K | Buy |
9,156
+225
| +3% | +$22.8K | ﹤0.01% | 617 |
|
|
2022
Q4 | $525K | Sell |
8,931
-300
| -3% | -$17.6K | ﹤0.01% | 606 |
|
|
2022
Q3 | $765K | Sell |
9,231
-145
| -2% | -$12K | ﹤0.01% | 642 |
|
|
2022
Q2 | $819K | Buy |
9,376
+145
| +2% | +$12.7K | ﹤0.01% | 634 |
|
|
2022
Q1 | $951K | Hold |
9,231
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $977K | Sell |
9,231
-87
| -0.9% | -$9.21K | ﹤0.01% | 657 |
|
|
2021
Q3 | $912K | Buy |
9,318
+87
| +0.9% | +$8.52K | ﹤0.01% | 640 |
|
|
2021
Q2 | $945K | Hold |
9,231
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $909K | Buy |
9,231
+33
| +0.4% | +$3.25K | ﹤0.01% | 688 |
|
|
2020
Q4 | $814K | Buy |
9,198
+1,330
| +17% | +$118K | ﹤0.01% | 673 |
|
|
2020
Q3 | $606K | Buy |
+7,868
| New | +$606K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-7,868
| Closed | -$464K | – | 830 |
|
|
2020
Q1 | $464K | Sell |
7,868
-11,508
| -59% | -$679K | ﹤0.01% | 645 |
|
|
2019
Q4 | $1.58M | Buy |
19,376
+190
| +1% | +$15.5K | 0.01% | 499 |
|
|
2019
Q3 | $1.49M | Sell |
19,186
-3,143
| -14% | -$244K | 0.01% | 504 |
|
|
2019
Q2 | $1.73M | Buy |
22,329
+7,455
| +50% | +$577K | 0.01% | 489 |
|
|
2019
Q1 | $1.12M | Buy |
14,874
+9,614
| +183% | +$721K | ﹤0.01% | 569 |
|
|
2018
Q4 | $339K | Buy |
5,260
+540
| +11% | +$34.8K | ﹤0.01% | 762 |
|
|
2018
Q3 | $370K | Sell |
4,720
-10,416
| -69% | -$817K | ﹤0.01% | 832 |
|
|
2018
Q2 | $1.08M | Sell |
15,136
-52
| -0.3% | -$3.72K | ﹤0.01% | 636 |
|
|
2018
Q1 | $1.13M | Sell |
15,188
-1,215
| -7% | -$90.3K | ﹤0.01% | 625 |
|
|
2017
Q4 | $1.24M | Sell |
16,403
-1,326
| -7% | -$100K | 0.01% | 612 |
|
|
2017
Q3 | $1.26M | Buy |
17,729
+5,474
| +45% | +$389K | 0.01% | 578 |
|
|
2017
Q2 | $834K | Sell |
12,255
-970
| -7% | -$66K | 0.01% | 489 |
|
|
2017
Q1 | $860K | Buy |
13,225
+1,959
| +17% | +$127K | 0.01% | 463 |
|
|
2016
Q4 | $701K | Buy |
11,266
+110
| +1% | +$6.84K | ﹤0.01% | 485 |
|
|
2016
Q3 | $651K | Buy |
+11,156
| New | +$651K | ﹤0.01% | 499 |
|
|
2016
Q1 | – | Sell |
-30,733
| Closed | -$1.63M | – | 598 |
|
|
2015
Q4 | $1.63M | Buy |
+30,733
| New | +$1.63M | 0.01% | 382 |
|