Lido Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
78,892
-1,407
| -2% | -$208K | 0.05% | 221 |
|
|
2025
Q1 | $10.5M | Sell |
80,299
-127,839
| -61% | -$16.8M | 0.05% | 220 |
|
|
2024
Q4 | $27.4M | Buy |
208,138
+2,256
| +1% | +$297K | 0.12% | 93 |
|
|
2024
Q3 | $27.9M | Sell |
205,882
-6,693
| -3% | -$907K | 0.14% | 70 |
|
|
2024
Q2 | $25.9M | Buy |
212,575
+140,406
| +195% | +$17.1M | 0.14% | 67 |
|
|
2024
Q1 | $9.09M | Sell |
72,169
-159,630
| -69% | -$20.1M | 0.05% | 178 |
|
|
2023
Q4 | $26.4M | Sell |
231,799
-35,281
| -13% | -$4.02M | 0.18% | 56 |
|
|
2023
Q3 | $27.1M | Buy |
267,080
+17,423
| +7% | +$1.77M | 0.21% | 47 |
|
|
2023
Q2 | $26.8M | Sell |
249,657
-10,958
| -4% | -$1.18M | 0.19% | 55 |
|
|
2023
Q1 | $26.4M | Buy |
260,615
+212,097
| +437% | +$21.5M | 0.26% | 46 |
|
|
2022
Q4 | $4.76M | Sell |
48,518
-1,042
| -2% | -$102K | 0.06% | 164 |
|
|
2022
Q3 | $4.11M | Sell |
49,560
-171
| -0.3% | -$14.2K | 0.05% | 154 |
|
|
2022
Q2 | $4.34M | Buy |
49,731
+1,610
| +3% | +$141K | 0.06% | 127 |
|
|
2022
Q1 | $4.96M | Sell |
48,121
-3,260
| -6% | -$336K | 0.06% | 139 |
|
|
2021
Q4 | $5.44M | Sell |
51,381
-2,157
| -4% | -$228K | 0.06% | 146 |
|
|
2021
Q3 | $5.24M | Sell |
53,538
-177,205
| -77% | -$17.3M | 0.07% | 133 |
|
|
2021
Q2 | $23.6M | Buy |
230,743
+181,554
| +369% | +$18.6M | 0.33% | 29 |
|
|
2021
Q1 | $4.84M | Buy |
49,189
+1,263
| +3% | +$124K | 0.08% | 121 |
|
|
2020
Q4 | $4.24M | Buy |
47,926
+3,745
| +8% | +$332K | 0.09% | 120 |
|
|
2020
Q3 | $3.4M | Buy |
44,181
+39,378
| +820% | +$3.03M | 0.09% | 114 |
|
|
2020
Q2 | $330K | Sell |
4,803
-36,670
| -88% | -$2.52M | 0.01% | 372 |
|
|
2020
Q1 | $2.45M | Sell |
41,473
-3,318
| -7% | -$196K | 0.1% | 106 |
|
|
2019
Q4 | $3.65M | Buy |
44,791
+638
| +1% | +$52K | 0.15% | 90 |
|
|
2019
Q3 | $3.43M | Buy |
+44,153
| New | +$3.43M | 0.17% | 78 |
|
|
2018
Q2 | – | Sell |
-216,450
| Closed | -$16.1M | – | 435 |
|
|
2018
Q1 | $16.1M | Sell |
216,450
-13,571
| -6% | -$1.01M | 2.2% | 7 |
|
|
2017
Q4 | $17.4M | Buy |
230,021
+35,299
| +18% | +$2.67M | 2.48% | 8 |
|
|
2017
Q3 | $13.9M | Sell |
194,722
-88,238
| -31% | -$6.31M | 2.22% | 12 |
|
|
2017
Q2 | $19.3M | Sell |
282,960
-12,342
| -4% | -$841K | 4% | 3 |
|
|
2017
Q1 | $19.7M | Buy |
295,302
+5,093
| +2% | +$340K | 5.45% | 2 |
|
|
2016
Q4 | $18.1M | Buy |
290,209
+28,268
| +11% | +$1.76M | 4.45% | 4 |
|
|
2016
Q3 | $15.3M | Buy |
+261,941
| New | +$15.3M | 4.68% | 5 |
|