Financial Advocates Investment Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Financial Advocates Investment Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$995K	Sell	6,742 -15,484	-70%	-$2.28M	0.08%	229
2025 Q1	$2.91M	Sell	22,226 -1,680	-7%	-$220K	0.2%	118
2024 Q4	$3.15M	Buy	23,906 +8,149	+52%	+$1.07M	0.18%	126
2024 Q3	$1.8M	Sell	15,757 -6,545	-29%	-$747K	0.1%	199
2024 Q2	$2.72M	Buy	22,302 +1,818	+9%	+$222K	0.17%	137
2024 Q1	$2.28M	Sell	20,484 -9,164	-31%	-$1.02M	0.13%	168
2023 Q4	$3.38M	Buy	29,648 +11,916	+67%	+$1.36M	0.22%	111
2023 Q3	$1.8M	Sell	17,732 -12,709	-42%	-$1.29M	0.13%	177
2023 Q2	$3.27M	Sell	30,441 -81	-0.3%	-$8.69K	0.23%	106
2023 Q1	$3.09M	Sell	30,522 -3,306	-10%	-$334K	0.22%	105
2022 Q4	$3.32M	Buy	33,828 +7,435	+28%	+$730K	0.25%	98
2022 Q3	$2.19M	Sell	26,393 -1,306	-5%	-$108K	0.18%	134
2022 Q2	$2.42M	Sell	27,699 -3,564	-11%	-$311K	0.2%	132
2022 Q1	$3.22M	Buy	31,263 +7,299	+30%	+$752K	0.21%	118
2021 Q4	$2.41M	Sell	23,964 -9,229	-28%	-$927K	0.15%	151
2021 Q3	$3.25M	Buy	33,193 +20,532	+162%	+$2.01M	0.22%	115
2021 Q2	$1.31M	Sell	12,661 -16,156	-56%	-$1.67M	0.09%	261
2021 Q1	$2.84M	Sell	28,817 -122,579	-81%	-$12.1M	0.2%	110
2020 Q4	$13.1M	Buy	151,396 +132,630	+707%	+$11.5M	0.9%	16
2020 Q3	$1.45M	Buy	18,766 +4,358	+30%	+$336K	0.12%	175
2020 Q2	$765K	Sell	14,408 -5,233	-27%	-$278K	0.07%	275
2020 Q1	$1.16M	Buy	19,641 +13,943	+245%	+$823K	0.17%	161
2019 Q4	$464K	Buy	5,698 +759	+15%	+$61.8K	0.05%	324
2019 Q3	$378K	Buy	4,939 +261	+6%	+$20K	0.04%	337
2019 Q2	$362K	Sell	4,678 -513	-10%	-$39.7K	0.04%	337
2019 Q1	$389K	Sell	5,191 -13,298	-72%	-$997K	0.05%	314
2018 Q4	$1.19M	Sell	18,489 -13,928	-43%	-$897K	0.16%	147
2018 Q3	$2.54M	Buy	32,417 +2,681	+9%	+$210K	0.28%	90
2018 Q2	$2.13M	Buy	29,736 +3,275	+12%	+$235K	0.26%	95
2018 Q1	$1.97M	Buy	26,461 +1,979	+8%	+$147K	0.26%	92
2017 Q4	$1.85M	Buy	+24,482	New	+$1.85M	0.25%	90