IFP Advisors’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 | $6.18M | Buy |
41,916
+885
| +2% | +$131K | 0.18% | 122 |
|
|
2025
Q1 | $5.38M | Buy |
41,031
+871
| +2% | +$114K | 0.17% | 133 |
|
|
2024
Q4 | $5.29M | Buy |
40,160
+7,831
| +24% | +$1.03M | 0.17% | 130 |
|
|
2024
Q3 | $4.38M | Buy |
32,329
+25,432
| +369% | +$3.44M | 0.16% | 139 |
|
|
2024
Q2 | $841K | Buy |
6,897
+1,571
| +29% | +$191K | 0.03% | 493 |
|
|
2024
Q1 | $671K | Sell |
5,326
-39,337
| -88% | -$4.96M | 0.03% | 526 |
|
|
2023
Q4 | $5.09M | Sell |
44,663
-3,162
| -7% | -$360K | 0.24% | 88 |
|
|
2023
Q3 | $4.85M | Buy |
47,825
+41,655
| +675% | +$4.22M | 0.22% | 97 |
|
|
2023
Q2 | $662K | Sell |
6,170
-4,899
| -44% | -$526K | 0.03% | 552 |
|
|
2023
Q1 | $617K | Sell |
11,069
-11,694
| -51% | -$652K | 0.03% | 527 |
|
|
2022
Q4 | $1.44M | Sell |
22,763
-3,573
| -14% | -$226K | 0.04% | 474 |
|
|
2022
Q3 | $1.68M | Buy |
26,336
+554
| +2% | +$35.2K | 0.04% | 462 |
|
|
2022
Q2 | $1.46M | Hold |
25,782
| – | – | 0.05% | 453 |
|
|
2022
Q1 | $1.46M | Buy |
25,782
+9,490
| +58% | +$538K | 0.05% | 453 |
|
|
2021
Q4 | $1.72M | Buy |
16,292
+629
| +4% | +$66.5K | 0.03% | 297 |
|
|
2021
Q3 | $1.54M | Sell |
15,663
-118
| -0.7% | -$11.6K | 0.03% | 299 |
|
|
2021
Q2 | $1.62M | Buy |
15,781
+256
| +2% | +$26.2K | 0.03% | 286 |
|
|
2021
Q1 | $1.52M | Buy |
15,525
+2,177
| +16% | +$214K | 0.03% | 288 |
|
|
2020
Q4 | $1.18M | Sell |
13,348
-235
| -2% | -$20.8K | 0.05% | 307 |
|
|
2020
Q3 | $1.04M | Sell |
13,583
-1,367
| -9% | -$105K | 0.06% | 284 |
|
|
2020
Q2 | $1.02M | Buy |
14,950
+1,042
| +7% | +$71.4K | 0.08% | 259 |
|
|
2020
Q1 | $855K | Sell |
13,908
-17,468
| -56% | -$1.07M | 0.09% | 234 |
|
|
2019
Q4 | $2.56M | Buy |
31,376
+16,131
| +106% | +$1.32M | 0.19% | 125 |
|
|
2019
Q3 | $1.18M | Buy |
+15,245
| New | +$1.18M | 0.08% | 266 |
|
|
2019
Q1 | $862K | Sell |
11,504
-16,779
| -59% | -$1.26M | 0.12% | 184 |
|
|
2018
Q4 | $1.8M | Sell |
28,283
-13,488
| -32% | -$860K | 0.11% | 206 |
|
|
2018
Q3 | $3.28M | Sell |
41,771
-10,904
| -21% | -$855K | 0.13% | 180 |
|
|
2018
Q2 | $3.77M | Buy |
52,675
+1,801
| +4% | +$129K | 0.16% | 150 |
|
|
2018
Q1 | $3.85M | Hold |
50,874
| – | – | 0.17% | 131 |
|
|
2017
Q4 | $3.85M | Sell |
50,874
-3,714
| -7% | -$281K | 0.17% | 131 |
|
|
2017
Q3 | $3.88M | Buy |
54,588
+759
| +1% | +$53.9K | 0.15% | 150 |
|
|
2017
Q2 | $3.67M | Buy |
53,829
+5,199
| +11% | +$354K | 0.16% | 145 |
|
|
2017
Q1 | $3.16M | Buy |
48,630
+590
| +1% | +$38.4K | 0.14% | 166 |
|
|
2016
Q4 | $2.99M | Buy |
48,040
+23,284
| +94% | +$1.45M | 0.14% | 158 |
|
|
2016
Q3 | $1.45M | Buy |
24,756
+7,285
| +42% | +$425K | 0.08% | 277 |
|
|
2016
Q2 | $979K | Buy |
17,471
+5,967
| +52% | +$334K | 0.05% | 362 |
|
|
2016
Q1 | $862K | Buy |
11,504
+770
| +7% | +$57.7K | 0.12% | 184 |
|
|
2015
Q4 | $569K | Buy |
+10,734
| New | +$569K | 0.04% | 459 |
|