Congress 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
2025 Q2	$35.8M	Buy	242,677 +8,215	+4%	+$1.12M	0.35%	61
2025 Q1	$30.7M	Buy	234,462 +6,167	+3%	+$833K	0.37%	59
2024 Q4	$30.1M	Sell	228,295 -8,361	-4%	-$1.15M	0.41%	56
2024 Q3	$32.1M	Sell	236,656 -9,677	-4%	-$1.23M	0.43%	57
2024 Q2	$30M	Sell	246,333 -113,470	-32%	-$14M	0.48%	42
2024 Q1	$45.3M	Sell	359,803 -2,176	-0.6%	-$256K	0.78%	25
2023 Q4	$41.3M	Sell	361,979 -3,281	-0.9%	-$344K	0.76%	26
2023 Q3	$37M	Buy	365,260 +20,982	+6%	+$2.25M	0.77%	26
2023 Q2	$36.9M	Buy	344,278 +2,006	+0.6%	+$202K	0.86%	24
2023 Q1	$34.6M	Buy	342,272 +7,303	+2%	+$735K	0.83%	25
2022 Q4	$32.9M	Sell	334,969 -24,743	-7%	-$2.36M	0.85%	22
2022 Q3	$29.8M	Buy	359,712 +102	+0%	+$9.39K	0.8%	23
2022 Q2	$31.4M	Buy	359,610 +5,038	+1%	+$475K	0.8%	22
2022 Q1	$36.5M	Sell	354,572 -214,425	-38%	-$21.8M	0.8%	25
2021 Q4	$60.2M	Buy	+568,997	New	+$59.1M	1.2%	15