Focus Partners Wealth’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
$33.5M Buy
226,795
+138,456
+157% +$20.4M 0.07% 251
2025
Q1
$11.6M Sell
88,339
-260
-0.3% -$34.1K 0.03% 447
2024
Q4
$11.7M Buy
88,599
+45,317
+105% +$5.97M 0.03% 426
2024
Q3
$5.86M Sell
43,282
-13,373
-24% -$1.81M 0.02% 517
2024
Q2
$6.91M Buy
56,655
+46,186
+441% +$5.63M 0.02% 437
2024
Q1
$1.32M Buy
10,469
+3,311
+46% +$417K 0.01% 557
2023
Q4
$816K Buy
+7,158
New +$816K 0.01% 487