Crestwood Advisors Group’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 | $1.6M | Sell |
10,835
-561
| -5% | -$82.8K | 0.03% | 233 |
|
|
2025
Q1 | $1.49M | Sell |
11,396
-241
| -2% | -$31.6K | 0.03% | 225 |
|
|
2024
Q4 | $1.53M | Buy |
11,637
+2,629
| +29% | +$346K | 0.03% | 210 |
|
|
2024
Q3 | $1.22M | Sell |
9,008
-52
| -0.6% | -$7.04K | 0.02% | 217 |
|
|
2024
Q2 | $1.1M | Sell |
9,060
-28
| -0.3% | -$3.41K | 0.02% | 212 |
|
|
2024
Q1 | $1.14M | Sell |
9,088
-230
| -2% | -$29K | 0.03% | 207 |
|
|
2023
Q4 | $1.06M | Sell |
9,318
-320
| -3% | -$36.5K | 0.02% | 207 |
|
|
2023
Q3 | $977K | Buy |
+9,638
| New | +$977K | 0.03% | 197 |
|