Lifeworks Advisors’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
$269K Sell
1,821
-68
-4% -$10K 0.04% 264
2025
Q1
$248K Buy
1,889
+207
+12% +$27.1K 0.04% 268
2024
Q4
$222K Sell
1,682
-35
-2% -$4.61K 0.04% 280
2024
Q3
$233K Buy
1,717
+35
+2% +$4.74K 0.05% 266
2024
Q2
$205K Buy
+1,682
New +$205K 0.06% 217