GWP
Gateway Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
1,706
+118
| +7% | +$17.4K | 0.05% | 307 |
|
|
2025
Q1 | $208K | Buy |
+1,588
| New | +$208K | 0.05% | 298 |
|
|
2024
Q1 | – | Sell |
-1,877
| Closed | -$214K | – | 255 |
|
|
2023
Q4 | $214K | Sell |
1,877
-5,941
| -76% | -$677K | 0.09% | 209 |
|
|
2023
Q3 | $793K | Buy |
7,818
+1,719
| +28% | +$174K | 0.14% | 96 |
|
|
2023
Q2 | $655K | Buy |
6,099
+225
| +4% | +$24.1K | 0.12% | 107 |
|
|
2023
Q1 | $594K | Buy |
5,874
+433
| +8% | +$43.8K | 0.09% | 110 |
|
|
2022
Q4 | $534K | Buy |
+5,441
| New | +$534K | 0.09% | 101 |
|