IFWM
Institute for 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
Q2 | $6.26M | Sell |
42,456
-660
| -2% | -$97.4K | 0.7% | 21 |
|
|
2025
Q1 | $5.65M | Buy |
43,116
+901
| +2% | +$118K | 0.73% | 18 |
|
|
2024
Q4 | $5.56M | Buy |
42,215
+736
| +2% | +$97K | 0.7% | 20 |
|
|
2024
Q3 | $5.62M | Buy |
41,479
+122
| +0.3% | +$16.5K | 0.71% | 21 |
|
|
2024
Q2 | $5.04M | Buy |
41,357
+406
| +1% | +$49.5K | 0.68% | 22 |
|
|
2024
Q1 | $5.16M | Buy |
40,951
+617
| +2% | +$77.7K | 0.66% | 22 |
|
|
2023
Q4 | $4.6M | Buy |
40,334
+32
| +0.1% | +$3.65K | 0.75% | 18 |
|
|
2023
Q3 | $4.09M | Sell |
40,302
-196
| -0.5% | -$19.9K | 0.74% | 18 |
|
|
2023
Q2 | $4.35M | Sell |
40,498
-118
| -0.3% | -$12.7K | 0.73% | 17 |
|
|
2023
Q1 | $4.11M | Sell |
40,616
-1,953
| -5% | -$198K | 0.78% | 17 |
|
|
2022
Q4 | $4.18M | Buy |
42,569
+4,359
| +11% | +$428K | 0.88% | 11 |
|
|
2022
Q3 | $3.17M | Buy |
38,210
+18
| +0% | +$1.49K | 0.71% | 25 |
|
|
2022
Q2 | $3.34M | Buy |
38,192
+538
| +1% | +$47K | 0.66% | 26 |
|
|
2022
Q1 | $3.88M | Buy |
37,654
+2,122
| +6% | +$219K | 0.63% | 28 |
|
|
2021
Q4 | $3.76M | Sell |
35,532
-1,181
| -3% | -$125K | 0.61% | 28 |
|
|
2021
Q3 | $3.59M | Buy |
36,713
+1,356
| +4% | +$133K | 0.63% | 27 |
|
|
2021
Q2 | $3.62M | Buy |
35,357
+709
| +2% | +$72.6K | 0.64% | 27 |
|
|
2021
Q1 | $3.41M | Buy |
34,648
+77
| +0.2% | +$7.58K | 0.65% | 29 |
|
|
2020
Q4 | $3.06M | Buy |
34,571
+1,921
| +6% | +$170K | 0.61% | 32 |
|
|
2020
Q3 | $2.51M | Buy |
32,650
+333
| +1% | +$25.6K | 0.57% | 34 |
|
|
2020
Q2 | $2.22M | Buy |
32,317
+970
| +3% | +$66.6K | 0.54% | 36 |
|
|
2020
Q1 | $1.85M | Sell |
31,347
-2,731
| -8% | -$161K | 0.57% | 34 |
|
|
2019
Q4 | $2.78M | Buy |
34,078
+4,676
| +16% | +$381K | 0.63% | 28 |
|
|
2019
Q3 | $2.28M | Sell |
29,402
-4,940
| -14% | -$383K | 0.58% | 35 |
|
|
2019
Q2 | $2.66M | Buy |
34,342
+1,054
| +3% | +$81.6K | 0.59% | 32 |
|
|
2019
Q1 | $2.5M | Buy |
33,288
+2,531
| +8% | +$190K | 0.54% | 42 |
|
|
2018
Q4 | $1.98M | Sell |
30,757
-1,932
| -6% | -$124K | 0.81% | 32 |
|
|
2018
Q3 | $2.57M | Sell |
32,689
-1,803
| -5% | -$142K | 0.87% | 25 |
|
|
2018
Q2 | $2.48M | Buy |
34,492
+213
| +0.6% | +$15.3K | 0.79% | 27 |
|
|
2018
Q1 | $2.48M | Sell |
34,279
-7,706
| -18% | -$558K | 0.73% | 25 |
|
|
2017
Q4 | $3.21M | Buy |
41,985
+7,573
| +22% | +$578K | 0.74% | 21 |
|
|
2017
Q3 | $2.45M | Sell |
34,412
-595
| -2% | -$42.4K | 0.8% | 28 |
|
|
2017
Q2 | $2.37M | Buy |
+35,007
| New | +$2.37M | 0.65% | 27 |
|
|
2015
Q3 | – | Sell |
-19,405
| Closed | -$1.05M | – | 32 |
|
|
2015
Q2 | $1.05M | Sell |
19,405
-10,873
| -36% | -$588K | 1.35% | 27 |
|
|
2015
Q1 | $1.69M | Sell |
30,278
-282
| -0.9% | -$15.7K | 1.86% | 20 |
|
|
2014
Q4 | $1.73M | Buy |
30,560
+6,631
| +28% | +$375K | 1.82% | 20 |
|
|
2014
Q3 | $1.27M | Sell |
23,929
-1,463
| -6% | -$77.9K | 1.21% | 25 |
|
|
2014
Q2 | $1.37M | Buy |
25,392
+302
| +1% | +$16.3K | 1.19% | 26 |
|
|
2014
Q1 | $1.31M | Sell |
25,090
-487
| -2% | -$25.5K | 1.12% | 26 |
|
|
2013
Q4 | $1.34M | Buy |
25,577
+25,413
| +15,496% | +$1.33M | 0.96% | 28 |
|
|
2013
Q3 | $8K | Buy |
+164
| New | +$8K | 0.01% | 52 |
|