HB Wealth Management’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 | $2.94M | Sell |
19,950
-2,818
| -12% | -$416K | 0.02% | 293 |
|
|
2025
Q1 | $2.98M | Buy |
22,768
+5,355
| +31% | +$702K | 0.03% | 296 |
|
|
2024
Q4 | $2.29M | Sell |
17,413
-420
| -2% | -$55.3K | 0.02% | 262 |
|
|
2024
Q3 | $2.42M | Buy |
17,833
+270
| +2% | +$36.6K | 0.03% | 248 |
|
|
2024
Q2 | $2.14M | Buy |
17,563
+3,894
| +28% | +$475K | 0.03% | 252 |
|
|
2024
Q1 | $1.72M | Buy |
13,669
+1,429
| +12% | +$180K | 0.02% | 272 |
|
|
2023
Q4 | $1.4M | Sell |
12,240
-292
| -2% | -$33.3K | 0.02% | 275 |
|
|
2023
Q3 | $1.27M | Sell |
12,532
-290
| -2% | -$29.4K | 0.02% | 273 |
|
|
2023
Q2 | $1.38M | Sell |
12,822
-575
| -4% | -$61.7K | 0.02% | 248 |
|
|
2023
Q1 | $1.36M | Sell |
13,397
-3,033
| -18% | -$307K | 0.02% | 246 |
|
|
2022
Q4 | $1.61M | Buy |
16,430
+3,345
| +26% | +$329K | 0.03% | 225 |
|
|
2022
Q3 | $1.08M | Buy |
13,085
+93
| +0.7% | +$7.7K | 0.02% | 244 |
|
|
2022
Q2 | $1.14M | Buy |
12,992
+1,121
| +9% | +$97.9K | 0.02% | 239 |
|
|
2022
Q1 | $1.22M | Sell |
11,871
-157
| -1% | -$16.2K | 0.02% | 246 |
|
|
2021
Q4 | $1.27M | Buy |
+12,028
| New | +$1.27M | 0.03% | 206 |
|