Financial Engines 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 | $1.37M | Buy |
9,300
+3,648
| +65% | +$538K | ﹤0.01% | 258 |
|
|
2025
Q1 | $741K | Sell |
5,652
-250
| -4% | -$32.8K | ﹤0.01% | 291 |
|
|
2024
Q4 | $778K | Buy |
5,902
+526
| +10% | +$69.3K | ﹤0.01% | 284 |
|
|
2024
Q3 | $728K | Sell |
5,376
-883
| -14% | -$120K | ﹤0.01% | 256 |
|
|
2024
Q2 | $763K | Sell |
6,259
-510
| -8% | -$62.2K | ﹤0.01% | 225 |
|
|
2024
Q1 | $853K | Sell |
6,769
-243
| -3% | -$30.6K | ﹤0.01% | 211 |
|
|
2023
Q4 | $799K | Sell |
7,012
-18,314
| -72% | -$2.09M | ﹤0.01% | 196 |
|
|
2023
Q3 | $2.57M | Sell |
25,326
-8,501
| -25% | -$862K | 0.01% | 113 |
|
|
2023
Q2 | $3.63M | Sell |
33,827
-5,415
| -14% | -$581K | 0.01% | 101 |
|
|
2023
Q1 | $3.97M | Sell |
39,242
-22,186
| -36% | -$2.24M | 0.01% | 97 |
|
|
2022
Q4 | $6.03M | Sell |
61,428
-88,832
| -59% | -$8.72M | 0.02% | 89 |
|
|
2022
Q3 | $12.4M | Sell |
150,260
-13,049
| -8% | -$1.08M | 0.04% | 69 |
|
|
2022
Q2 | $14.3M | Sell |
163,309
-5,035
| -3% | -$440K | 0.04% | 65 |
|
|
2022
Q1 | $17.3M | Buy |
+168,344
| New | +$17.3M | 0.05% | 61 |
|
|
2018
Q2 | – | Sell |
-233
| Closed | -$17K | – | 162 |
|
|
2018
Q1 | $17K | Buy |
+233
| New | +$17K | ﹤0.01% | 88 |
|