Independent Advisor Alliance’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 | $592K | Buy |
+4,012
| New | +$592K | 0.02% | 537 |
|
|
2025
Q1 | – | Sell |
-77,554
| Closed | -$10.2M | – | 1382 |
|
|
2024
Q4 | $10.2M | Buy |
77,554
+75,841
| +4,427% | +$9.99M | 0.14% | 163 |
|
|
2024
Q3 | $232K | Buy |
+1,713
| New | +$232K | 0.01% | 624 |
|
|
2020
Q1 | – | Sell |
-9,931
| Closed | -$809K | – | 863 |
|
|
2019
Q4 | $809K | Buy |
+9,931
| New | +$809K | 0.04% | 421 |
|