Financial & Tax Architects’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 | $907K | Sell |
6,145
-173
| -3% | -$25.5K | 0.22% | 61 |
|
|
2025
Q1 | $828K | Buy |
6,318
+938
| +17% | +$123K | 0.21% | 65 |
|
|
2024
Q4 | $709K | Buy |
5,380
+407
| +8% | +$53.6K | 0.18% | 64 |
|
|
2024
Q3 | $674K | Sell |
4,973
-380
| -7% | -$51.5K | 0.17% | 59 |
|
|
2024
Q2 | $652K | Sell |
5,353
-207
| -4% | -$25.2K | 0.17% | 62 |
|
|
2024
Q1 | $700K | Sell |
5,560
-513
| -8% | -$64.6K | 0.19% | 61 |
|
|
2023
Q4 | $692K | Sell |
6,073
-1,455
| -19% | -$166K | 0.2% | 61 |
|
|
2023
Q3 | $763K | Sell |
7,528
-459
| -6% | -$46.5K | 0.24% | 57 |
|
|
2023
Q2 | $857K | Sell |
7,987
-1,433
| -15% | -$154K | 0.26% | 50 |
|
|
2023
Q1 | $953K | Sell |
9,420
-3,542
| -27% | -$358K | 0.31% | 48 |
|
|
2022
Q4 | $1.28M | Buy |
+12,962
| New | +$1.28M | 0.44% | 45 |
|
|
2022
Q1 | – | Sell |
-11,514
| Closed | -$1.22M | – | 106 |
|
|
2021
Q4 | $1.22M | Buy |
11,514
+2,197
| +24% | +$232K | 0.5% | 58 |
|
|
2021
Q3 | $912K | Buy |
9,317
+2,415
| +35% | +$236K | 0.42% | 60 |
|
|
2021
Q2 | $707K | Buy |
6,902
+1,192
| +21% | +$122K | 0.35% | 67 |
|
|
2021
Q1 | $562K | Buy |
+5,710
| New | +$562K | 0.32% | 57 |
|