EFS
Essex Financial Services’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 | $941K | Buy |
6,380
+2,180
| +52% | +$322K | 0.06% | 270 |
|
|
2025
Q1 | $550K | Sell |
4,200
-20
| -0.5% | -$2.62K | 0.04% | 359 |
|
|
2024
Q4 | $556K | Sell |
4,220
-7,725
| -65% | -$1.02M | 0.04% | 356 |
|
|
2024
Q3 | $1.65M | Buy |
11,945
+6,745
| +130% | +$931K | 0.12% | 163 |
|
|
2024
Q2 | $646K | Buy |
5,200
+820
| +19% | +$102K | 0.05% | 317 |
|
|
2024
Q1 | $552K | Buy |
4,380
+1,423
| +48% | +$179K | 0.05% | 307 |
|
|
2023
Q4 | $337K | Sell |
2,957
-1
| -0% | -$114 | 0.03% | 374 |
|
|
2023
Q3 | $300K | Hold |
2,958
| – | – | 0.03% | 373 |
|
|
2023
Q2 | $317K | Sell |
2,958
-135
| -4% | -$14.5K | 0.04% | 359 |
|
|
2023
Q1 | $313K | Hold |
3,093
| – | – | 0.03% | 372 |
|
|
2022
Q4 | $303K | Buy |
3,093
+142
| +5% | +$13.9K | 0.03% | 357 |
|
|
2022
Q3 | $245K | Hold |
2,951
| – | – | 0.03% | 385 |
|
|
2022
Q2 | $258K | Sell |
2,951
-78
| -3% | -$6.82K | 0.03% | 397 |
|
|
2022
Q1 | $312K | Buy |
3,029
+770
| +34% | +$79.3K | 0.03% | 363 |
|
|
2021
Q4 | $239K | Hold |
2,259
| – | – | 0.02% | 423 |
|
|
2021
Q3 | $221K | Buy |
2,259
+1
| +0% | +$98 | 0.03% | 418 |
|
|
2021
Q2 | $231K | Buy |
+2,258
| New | +$231K | 0.03% | 396 |
|
|
2015
Q2 | – | Sell |
-3,604
| Closed | -$201K | – | 346 |
|
|
2015
Q1 | $201K | Buy |
+3,604
| New | +$201K | 0.05% | 305 |
|