EP Wealth Advisors’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
Q2 | $14.3M | Buy |
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|
2025
Q1 | $7.9M | Sell |
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|
2024
Q4 | $8.03M | Buy |
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|
2024
Q3 | $7.07M | Buy |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $4.2M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $7.02M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $757K | Buy |
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|
2019
Q4 | $688K | Sell |
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|
2019
Q3 | $681K | Buy |
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|
2019
Q2 | $629K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.87M | Buy |
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|
2018
Q3 | $928K | Buy |
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|
2018
Q2 | $843K | Buy |
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|
2018
Q1 | $825K | Buy |
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|
2017
Q4 | $523K | Buy |
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|
2017
Q3 | $316K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $1.67M | Buy |
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|
2015
Q3 | $1.43M | Buy |
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