EPM
Elm Partners Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
6,748
+5,015
| +289% | +$740K | 0.06% | 57 |
|
|
2025
Q1 | $227K | Sell |
1,733
-1,771
| -51% | -$232K | 0.01% | 65 |
|
|
2024
Q4 | $462K | Buy |
3,504
+1,244
| +55% | +$164K | 0.03% | 50 |
|
|
2024
Q3 | $306K | Buy |
+2,260
| New | +$306K | 0.02% | 53 |
|
|
2024
Q2 | – | Sell |
-3,047
| Closed | -$384K | – | 61 |
|
|
2024
Q1 | $384K | Buy |
+3,047
| New | +$384K | 0.03% | 49 |
|