Dakota 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 | $10M | Sell |
67,989
-1,208
| -2% | -$178K | 0.21% | 96 |
|
|
2025
Q1 | $9.07M | Sell |
69,197
-1,474
| -2% | -$193K | 0.21% | 99 |
|
|
2024
Q4 | $9.31M | Buy |
70,671
+766
| +1% | +$101K | 0.21% | 99 |
|
|
2024
Q3 | $9.47M | Sell |
69,905
-1,237
| -2% | -$168K | 0.21% | 96 |
|
|
2024
Q2 | $8.67M | Buy |
71,142
+5,721
| +9% | +$697K | 0.2% | 99 |
|
|
2024
Q1 | $8.24M | Buy |
65,421
+2,556
| +4% | +$322K | 0.2% | 100 |
|
|
2023
Q4 | $7.17M | Buy |
62,865
+1,398
| +2% | +$159K | 0.28% | 96 |
|
|
2023
Q3 | $6.23M | Buy |
61,467
+2,545
| +4% | +$258K | 0.28% | 94 |
|
|
2023
Q2 | $6.32M | Buy |
58,922
+36,648
| +165% | +$3.93M | 0.3% | 86 |
|
|
2023
Q1 | $2.25M | Buy |
22,274
+1,764
| +9% | +$178K | 0.15% | 146 |
|
|
2022
Q4 | $2.01M | Buy |
20,510
+275
| +1% | +$27K | 0.14% | 150 |
|
|
2022
Q3 | $1.68M | Buy |
+20,235
| New | +$1.68M | 0.14% | 164 |
|
|
2021
Q3 | – | Sell |
-8,285
| Closed | -$848K | – | 365 |
|
|
2021
Q2 | $848K | Sell |
8,285
-6,069
| -42% | -$621K | 0.1% | 165 |
|
|
2021
Q1 | $1.41M | Sell |
14,354
-6,266
| -30% | -$617K | 0.19% | 121 |
|
|
2020
Q4 | $1.83M | Buy |
+20,620
| New | +$1.83M | 0.24% | 103 |
|