Cladis Investment Advisory’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 | $478K | Buy |
3,240
+184
| +6% | +$27.1K | 0.3% | 91 |
|
|
2025
Q1 | $401K | Buy |
3,056
+45
| +1% | +$5.9K | 0.29% | 89 |
|
|
2024
Q4 | $397K | Buy |
3,011
+1,411
| +88% | +$186K | 0.28% | 88 |
|
|
2024
Q3 | $217K | Buy |
+1,600
| New | +$217K | 0.15% | 124 |
|
|
2024
Q2 | – | Sell |
-1,600
| Closed | -$202K | – | 146 |
|
|
2024
Q1 | $202K | Buy |
+1,600
| New | +$202K | 0.15% | 137 |
|