Founders Financial Securities’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6M	Buy	67,084 +113	+0.2%	+$19K	0.65%	32
2025 Q4	$10.4M	Buy	66,971 +6,650	+11%	+$1.02M	0.61%	36
2025 Q3	$9.3M	Buy	60,321 +33,080	+121%	+$5.01M	0.63%	36
2025 Q2	$4.02M	Sell	27,241 -15,113	-36%	-$2.06M	0.31%	72
2025 Q1	$5.48M	Buy	42,354 +12,667	+43%	+$1.71M	0.46%	45
2024 Q4	$3.91M	Sell	29,687 -3,556	-11%	-$490K	0.35%	64
2024 Q3	$4.5M	Buy	33,243 +4,231	+15%	+$538K	0.42%	55
2024 Q2	$3.54M	Buy	29,012 +471	+2%	+$58K	0.33%	68
2024 Q1	$3.6M	Buy	28,541 +3,721	+15%	+$438K	0.38%	61
2023 Q4	$2.83M	Sell	24,820 -29,386	-54%	-$3.08M	0.31%	67
2023 Q3	$5.5M	Buy	54,206 +31,897	+143%	+$3.41M	0.71%	36
2023 Q2	$2.39M	Buy	22,309 +6,491	+41%	+$654K	0.32%	70
2023 Q1	$1.6M	Buy	15,818 +2,981	+23%	+$300K	0.23%	85
2022 Q4	$1.26M	Buy	12,837 +449	+4%	+$42.8K	0.2%	112
2022 Q3	$1.03M	Sell	12,388 -2,120	-15%	-$195K	0.18%	113
2022 Q2	$1.27M	Sell	14,508 -15,011	-51%	-$1.42M	0.25%	84
2022 Q1	$3.04M	Buy	29,519 +4,968	+20%	+$505K	0.54%	42
2021 Q4	$2.6M	Buy	24,551 +1,715	+8%	+$178K	0.47%	55
2021 Q3	$2.23M	Buy	22,836 +6,134	+37%	+$630K	0.45%	49
2021 Q2	$1.71M	Buy	+16,702	New	+$1.71M	0.34%	65
2015 Q4	–	Sell	-138,048	Closed	-$6.89M	–	76
2015 Q3	$6.89M	Buy	+138,048	New	+$7.27M	3.41%	9