Marcum Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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