J.M. Forbes & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Hold	82,117	–	–	1.12%	28
2025 Q4	$12.7M	Hold	82,117	–	–	1.03%	31
2025 Q3	$12.7M	Hold	82,117	–	–	1.05%	32
2025 Q2	$12.1M	Hold	82,117	–	–	1.11%	32
2025 Q1	$10.8M	Sell	82,117 -1,256	-2%	-$170K	1.04%	33
2024 Q4	$11M	Sell	83,373 -43	-0.1%	-$5.93K	1.06%	34
2024 Q3	$11.3M	Hold	83,416	–	–	1.1%	33
2024 Q2	$10.2M	Sell	83,416 -462	-0.6%	-$56.9K	1.04%	33
2024 Q1	$10.6M	Hold	83,878	–	–	1.15%	32
2023 Q4	$9.56M	Sell	83,878 -938	-1%	-$98.4K	1.11%	35
2023 Q3	$8.6M	Sell	84,816 -977	-1%	-$105K	1.12%	34
2023 Q2	$9.21M	Buy	+85,793	New	+$8.64M	1.15%	32