Creative Planning’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23M | Buy |
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|
2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $14.6M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $13.2M | Sell |
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|
2023
Q4 | $12.1M | Sell |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $11M | Buy |
|
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $9.92M | Buy |
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|
2022
Q3 | $8.22M | Sell |
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|
2022
Q2 | $8.76M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $9.66M | Buy |
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|
2021
Q3 | $8.65M | Sell |
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|
2021
Q2 | $9.4M | Buy |
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|
2021
Q1 | $8.85M | Buy |
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|
2020
Q4 | $7.67M | Buy |
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|
2020
Q3 | $6.57M | Buy |
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|
2020
Q2 | $2.1M | Buy |
|
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $2.16M | Buy |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $2.79M | Buy |
|
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $2.26M | Buy |
|
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.74M | Sell |
|
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|
2017
Q2 | $1.74M | Buy |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $691K | Buy |
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|
2016
Q1 | $645K | Buy |
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|
2015
Q4 | $513K | Buy |
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|
2015
Q3 | $397K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $607K | Buy |
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|
2014
Q4 | $611K | Buy |
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|
2014
Q3 | $270K | Sell |
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|
2014
Q2 | $630K | Buy |
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|
2014
Q1 | $347K | Buy |
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|
2013
Q4 | $199K | Sell |
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|
2013
Q3 | $203K | Sell |
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|
2013
Q2 | $209K | Buy |
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