IFG Advisory’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 | $5.44M | Sell |
36,899
-11,303
| -23% | -$1.67M | 0.27% | 94 |
|
2025
Q1 | $6.32M | Buy |
48,202
+679
| +1% | +$89K | 0.35% | 74 |
|
2024
Q4 | $6.26M | Buy |
47,523
+12,073
| +34% | +$1.59M | 0.35% | 72 |
|
2024
Q3 | $4.8M | Buy |
35,450
+1,216
| +4% | +$165K | 0.31% | 91 |
|
2024
Q2 | $4.17M | Buy |
34,234
+1,109
| +3% | +$135K | 0.27% | 102 |
|
2024
Q1 | $4.17M | Sell |
33,125
-3,770
| -10% | -$475K | 0.31% | 98 |
|
2023
Q4 | $4.21M | Buy |
36,895
+264
| +0.7% | +$30.1K | 0.31% | 90 |
|
2023
Q3 | $3.71M | Sell |
36,631
-325
| -0.9% | -$32.9K | 0.31% | 79 |
|
2023
Q2 | $3.97M | Sell |
36,956
-1,365
| -4% | -$146K | 0.35% | 76 |
|
2023
Q1 | $3.88M | Buy |
38,321
+5,882
| +18% | +$595K | 0.36% | 67 |
|
2022
Q4 | $3.19M | Buy |
32,439
+529
| +2% | +$51.9K | 0.32% | 73 |
|
2022
Q3 | $2.64M | Sell |
31,910
-57
| -0.2% | -$4.72K | 0.24% | 94 |
|
2022
Q2 | $2.79M | Sell |
31,967
-3,569
| -10% | -$312K | 0.3% | 74 |
|
2022
Q1 | $3.66M | Buy |
35,536
+16,539
| +87% | +$1.7M | 0.37% | 59 |
|
2021
Q4 | $2.01M | Sell |
18,997
-478
| -2% | -$50.6K | 0.2% | 125 |
|
2021
Q3 | $1.91M | Buy |
19,475
+2,843
| +17% | +$278K | 0.21% | 127 |
|
2021
Q2 | $1.7M | Buy |
16,632
+4,073
| +32% | +$417K | 0.19% | 140 |
|
2021
Q1 | $1.24M | Buy |
12,559
+680
| +6% | +$66.9K | 0.15% | 158 |
|
2020
Q4 | $1.05M | Buy |
11,879
+202
| +2% | +$17.9K | 0.15% | 164 |
|
2020
Q3 | $898K | Sell |
11,677
-1,857
| -14% | -$143K | 0.15% | 169 |
|
2020
Q2 | $929K | Sell |
13,534
-2,531
| -16% | -$174K | 0.17% | 145 |
|
2020
Q1 | $948K | Sell |
16,065
-3,989
| -20% | -$235K | 0.21% | 112 |
|
2019
Q4 | $1.63M | Sell |
20,054
-1,494
| -7% | -$122K | 0.3% | 91 |
|
2019
Q3 | $1.67M | Sell |
21,548
-3,967
| -16% | -$308K | 0.32% | 87 |
|
2019
Q2 | $1.98M | Buy |
25,515
+3,533
| +16% | +$273K | 0.35% | 64 |
|
2019
Q1 | $1.65M | Sell |
21,982
-4,845
| -18% | -$363K | 0.32% | 69 |
|
2018
Q4 | $1.73M | Buy |
26,827
+2,450
| +10% | +$158K | 0.41% | 58 |
|
2018
Q3 | $1.91M | Buy |
24,377
+96
| +0.4% | +$7.53K | 0.36% | 63 |
|
2018
Q2 | $1.74M | Sell |
24,281
-317
| -1% | -$22.7K | 0.36% | 61 |
|
2018
Q1 | $1.83M | Buy |
24,598
+3,585
| +17% | +$266K | 0.41% | 55 |
|
2017
Q4 | $1.59M | Buy |
+21,013
| New | +$1.59M | 0.36% | 66 |
|