JNBA Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $550K | Hold |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $467K | Hold |
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|
2024
Q4 | $469K | Hold |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $367K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $302K | Hold |
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|
2017
Q4 | $307K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $264K | Hold |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $25K | Sell |
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|
2016
Q2 | $228K | Buy |
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|
2016
Q1 | $194K | Buy |
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|
2015
Q4 | $27K | Hold |
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|
2015
Q3 | $25K | Sell |
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|
2015
Q2 | $41K | Hold |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $42K | Hold |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $41K | Sell |
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|
2014
Q1 | $63K | Sell |
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|
2013
Q4 | $89K | Buy |
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