Investment Partners’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 | $828K | Hold |
5,610
| – | – | 0.31% | 70 |
|
|
2025
Q1 | $735K | Hold |
5,610
| – | – | 0.3% | 78 |
|
|
2024
Q4 | $739K | Hold |
5,610
| – | – | 0.3% | 77 |
|
|
2024
Q3 | $760K | Hold |
5,610
| – | – | 0.32% | 75 |
|
|
2024
Q2 | $684K | Hold |
5,610
| – | – | 0.31% | 77 |
|
|
2024
Q1 | $707K | Hold |
5,610
| – | – | 0.32% | 79 |
|
|
2023
Q4 | $639K | Sell |
5,610
-75
| -1% | -$8.55K | 0.31% | 82 |
|
|
2023
Q3 | $576K | Hold |
5,685
| – | – | 0.3% | 82 |
|
|
2023
Q2 | $610K | Sell |
5,685
-525
| -8% | -$56.3K | 0.32% | 79 |
|
|
2023
Q1 | $628K | Hold |
6,210
| – | – | 0.33% | 80 |
|
|
2022
Q4 | $610K | Sell |
6,210
-192
| -3% | -$18.9K | 0.32% | 82 |
|
|
2022
Q3 | $530K | Buy |
6,402
+717
| +13% | +$59.4K | 0.16% | 131 |
|
|
2022
Q2 | $497K | Buy |
5,685
+2,310
| +68% | +$202K | 0.24% | 87 |
|
|
2022
Q1 | $348K | Hold |
3,375
| – | – | 0.15% | 116 |
|
|
2021
Q4 | $357K | Hold |
3,375
| – | – | 0.15% | 119 |
|
|
2021
Q3 | $330K | Buy |
3,375
+90
| +3% | +$8.8K | 0.15% | 119 |
|
|
2021
Q2 | $336K | Buy |
+3,285
| New | +$336K | 0.15% | 118 |
|
|
2015
Q2 | – | Sell |
-339
| Closed | -$19K | – | 145 |
|
|
2015
Q1 | $19K | Buy |
+339
| New | +$19K | 0.02% | 134 |
|