Financial Services Advisory’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 | – | Sell |
-6,408
| Closed | -$840K | – | 62 |
|
2025
Q1 | $840K | Sell |
6,408
-5,700
| -47% | -$747K | 0.32% | 31 |
|
2024
Q4 | $1.6M | Buy |
+12,108
| New | +$1.6M | 0.37% | 35 |
|
2023
Q2 | – | Sell |
-27,631
| Closed | -$2.8M | – | 46 |
|
2023
Q1 | $2.8M | Buy |
27,631
+5,564
| +25% | +$563K | 1.83% | 13 |
|
2022
Q4 | $2.17M | Buy |
+22,067
| New | +$2.17M | 1.4% | 17 |
|