Larson Financial Group’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 | $1.9M | Sell |
12,857
-10,028
| -44% | -$1.48M | 0.08% | 220 |
|
|
2025
Q1 | $3M | Buy |
22,885
+17,612
| +334% | +$2.31M | 0.14% | 138 |
|
|
2024
Q4 | $695K | Buy |
5,273
+364
| +7% | +$48K | 0.04% | 292 |
|
|
2024
Q3 | $665K | Sell |
4,909
-662
| -12% | -$89.7K | 0.04% | 282 |
|
|
2024
Q2 | $679K | Buy |
5,571
+3,132
| +128% | +$382K | 0.05% | 228 |
|
|
2024
Q1 | $307K | Buy |
2,439
+52
| +2% | +$6.55K | 0.02% | 308 |
|
|
2023
Q4 | $272K | Sell |
2,387
-436
| -15% | -$49.7K | 0.02% | 288 |
|
|
2023
Q3 | $286K | Buy |
2,823
+196
| +7% | +$19.9K | 0.03% | 260 |
|
|
2023
Q2 | $282K | Buy |
2,627
+78
| +3% | +$8.37K | 0.03% | 262 |
|
|
2023
Q1 | $258K | Buy |
2,549
+112
| +5% | +$11.3K | 0.03% | 282 |
|
|
2022
Q4 | $239K | Sell |
2,437
-54
| -2% | -$5.3K | 0.03% | 275 |
|
|
2022
Q3 | $206K | Buy |
2,491
+1,608
| +182% | +$133K | 0.03% | 268 |
|
|
2022
Q2 | $77K | Buy |
883
+32
| +4% | +$2.79K | 0.01% | 289 |
|
|
2022
Q1 | $88K | Hold |
851
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $90K | Hold |
851
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $83K | Hold |
851
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $87K | Hold |
851
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $84K | Buy |
851
+840
| +7,636% | +$82.9K | 0.02% | 186 |
|
|
2020
Q4 | $1K | Sell |
11
-6
| -35% | -$545 | ﹤0.01% | 733 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 698 |
|
|
2020
Q2 | $1K | Buy |
17
+6
| +55% | +$353 | ﹤0.01% | 654 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 451 |
|