Kingswood Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Kingswood Wealth Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.17M	Buy
2025 Q2	$1.11M	Buy
2025 Q1	$968K	Sell
2024 Q4	$1.26M	Buy
2024 Q3	$615K	Sell
2024 Q2	$650K	Buy
2024 Q1	$603K	Buy
2023 Q4	$429K	Buy
2023 Q3	$322K	Sell
2023 Q2	$366K	Buy