Founders Financial Securities’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 | $4.02M | Sell |
27,241
-15,113
| -36% | -$2.23M | 0.31% | 72 |
|
|
2025
Q1 | $5.48M | Buy |
42,354
+12,667
| +43% | +$1.64M | 0.46% | 45 |
|
|
2024
Q4 | $3.91M | Sell |
29,687
-3,556
| -11% | -$469K | 0.35% | 64 |
|
|
2024
Q3 | $4.5M | Buy |
33,243
+4,231
| +15% | +$573K | 0.42% | 55 |
|
|
2024
Q2 | $3.54M | Buy |
29,012
+471
| +2% | +$57.4K | 0.33% | 68 |
|
|
2024
Q1 | $3.6M | Buy |
28,541
+3,721
| +15% | +$469K | 0.38% | 61 |
|
|
2023
Q4 | $2.83M | Sell |
24,820
-29,386
| -54% | -$3.35M | 0.31% | 67 |
|
|
2023
Q3 | $5.5M | Buy |
54,206
+31,897
| +143% | +$3.23M | 0.71% | 36 |
|
|
2023
Q2 | $2.39M | Buy |
22,309
+6,491
| +41% | +$697K | 0.32% | 70 |
|
|
2023
Q1 | $1.6M | Buy |
15,818
+2,981
| +23% | +$302K | 0.23% | 85 |
|
|
2022
Q4 | $1.26M | Buy |
12,837
+449
| +4% | +$44.1K | 0.2% | 112 |
|
|
2022
Q3 | $1.03M | Sell |
12,388
-2,120
| -15% | -$176K | 0.18% | 113 |
|
|
2022
Q2 | $1.27M | Sell |
14,508
-15,011
| -51% | -$1.31M | 0.25% | 84 |
|
|
2022
Q1 | $3.04M | Buy |
29,519
+4,968
| +20% | +$512K | 0.54% | 42 |
|
|
2021
Q4 | $2.6M | Buy |
24,551
+1,715
| +8% | +$181K | 0.47% | 55 |
|
|
2021
Q3 | $2.23M | Buy |
22,836
+6,134
| +37% | +$600K | 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 | +$6.89M | 3.41% | 9 |
|