Farther Finance Advisors’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 | $1.2M | Sell |
8,160
-222
| -3% | -$32.8K | 0.02% | 517 |
|
2025
Q1 | $1.1M | Buy |
8,382
+1,354
| +19% | +$178K | 0.03% | 470 |
|
2024
Q4 | $926K | Buy |
7,028
+167
| +2% | +$22K | 0.03% | 390 |
|
2024
Q3 | $929K | Buy |
6,861
+3,261
| +91% | +$442K | 0.03% | 370 |
|
2024
Q2 | $434K | Buy |
3,600
+938
| +35% | +$113K | 0.02% | 526 |
|
2024
Q1 | $333K | Buy |
2,662
+238
| +10% | +$29.7K | 0.02% | 502 |
|
2023
Q4 | $276K | Buy |
2,424
+302
| +14% | +$34.4K | 0.02% | 478 |
|
2023
Q3 | $215K | Buy |
2,122
+678
| +47% | +$68.7K | 0.03% | 366 |
|
2023
Q2 | $155K | Buy |
1,444
+1,414
| +4,713% | +$152K | 0.03% | 357 |
|
2023
Q1 | $3.04K | Hold |
30
| – | – | ﹤0.01% | 1494 |
|
2022
Q4 | $2.95K | Buy |
+30
| New | +$2.95K | ﹤0.01% | 1318 |
|