GWM
GDS Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,601
| Closed | -$211K | – | 186 |
|
|
2024
Q4 | $211K | Sell |
1,601
-231
| -13% | -$30.4K | 0.02% | 163 |
|
|
2024
Q3 | $248K | Sell |
1,832
-56,077
| -97% | -$7.6M | 0.02% | 148 |
|
|
2024
Q2 | $7.06M | Buy |
57,909
+4,652
| +9% | +$567K | 0.77% | 51 |
|
|
2024
Q1 | $6.71M | Buy |
53,257
+5,160
| +11% | +$650K | 0.79% | 53 |
|
|
2023
Q4 | $5.48M | Buy |
48,097
+4,585
| +11% | +$523K | 0.74% | 51 |
|
|
2023
Q3 | $4.41M | Buy |
43,512
+4,531
| +12% | +$459K | 0.69% | 46 |
|
|
2023
Q2 | $4.18M | Buy |
38,981
+3,340
| +9% | +$358K | 0.68% | 45 |
|
|
2023
Q1 | $3.61M | Buy |
35,641
+14,111
| +66% | +$1.43M | 0.64% | 46 |
|
|
2022
Q4 | $2.11M | Buy |
+21,530
| New | +$2.11M | 0.4% | 47 |
|