Congress Wealth Management’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 | $35.8M | Buy |
242,677
+8,215
| +4% | +$1.21M | 0.35% | 61 |
|
|
2025
Q1 | $30.7M | Buy |
234,462
+6,167
| +3% | +$808K | 0.37% | 59 |
|
|
2024
Q4 | $30.1M | Sell |
228,295
-8,361
| -4% | -$1.1M | 0.41% | 56 |
|
|
2024
Q3 | $32.1M | Sell |
236,656
-9,677
| -4% | -$1.31M | 0.43% | 57 |
|
|
2024
Q2 | $30M | Sell |
246,333
-113,470
| -32% | -$13.8M | 0.48% | 42 |
|
|
2024
Q1 | $45.3M | Sell |
359,803
-2,176
| -0.6% | -$274K | 0.78% | 25 |
|
|
2023
Q4 | $41.3M | Sell |
361,979
-3,281
| -0.9% | -$374K | 0.76% | 26 |
|
|
2023
Q3 | $37M | Buy |
365,260
+20,982
| +6% | +$2.13M | 0.77% | 26 |
|
|
2023
Q2 | $36.9M | Buy |
344,278
+2,006
| +0.6% | +$215K | 0.86% | 24 |
|
|
2023
Q1 | $34.6M | Buy |
342,272
+7,303
| +2% | +$739K | 0.83% | 25 |
|
|
2022
Q4 | $32.9M | Sell |
334,969
-24,743
| -7% | -$2.43M | 0.85% | 22 |
|
|
2022
Q3 | $29.8M | Buy |
359,712
+102
| +0% | +$8.45K | 0.8% | 23 |
|
|
2022
Q2 | $31.4M | Buy |
359,610
+5,038
| +1% | +$440K | 0.8% | 22 |
|
|
2022
Q1 | $36.5M | Sell |
354,572
-214,425
| -38% | -$22.1M | 0.8% | 25 |
|
|
2021
Q4 | $60.2M | Buy |
+568,997
| New | +$60.2M | 1.2% | 15 |
|