Marcum Wealth’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
Q1 | $280K | Hold |
2,140
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $282K | Buy |
2,140
+1
| +0% | +$132 | 0.02% | 295 |
|
|
2024
Q3 | $290K | Hold |
2,139
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $261K | Sell |
2,139
-249
| -10% | -$30.3K | 0.03% | 299 |
|
|
2024
Q1 | $301K | Sell |
2,388
-54
| -2% | -$6.8K | 0.03% | 267 |
|
|
2023
Q4 | $278K | Buy |
2,442
+53
| +2% | +$6.04K | 0.03% | 268 |
|
|
2023
Q3 | $242K | Sell |
2,389
-55
| -2% | -$5.58K | 0.03% | 284 |
|
|
2023
Q2 | $262K | Sell |
2,444
-177
| -7% | -$19K | 0.03% | 276 |
|
|
2023
Q1 | $265K | Sell |
2,621
-89
| -3% | -$9.01K | 0.03% | 265 |
|
|
2022
Q4 | $266K | Buy |
2,710
+58
| +2% | +$5.7K | 0.04% | 262 |
|
|
2022
Q3 | $220K | Buy |
2,652
+55
| +2% | +$4.56K | 0.03% | 287 |
|
|
2022
Q2 | $227K | Buy |
2,597
+2
| +0.1% | +$175 | 0.03% | 278 |
|
|
2022
Q1 | $267K | Sell |
2,595
-3,812
| -59% | -$392K | 0.04% | 263 |
|
|
2021
Q4 | $678K | Buy |
6,407
+447
| +8% | +$47.3K | 0.09% | 138 |
|
|
2021
Q3 | $583K | Buy |
5,960
+382
| +7% | +$37.4K | 0.09% | 139 |
|
|
2021
Q2 | $571K | Sell |
5,578
-6,311
| -53% | -$646K | 0.09% | 132 |
|
|
2021
Q1 | $1.17M | Buy |
+11,889
| New | +$1.17M | 0.19% | 71 |
|
|
2020
Q1 | – | Sell |
-2,545
| Closed | -$207K | – | 110 |
|
|
2019
Q4 | $207K | Buy |
+2,545
| New | +$207K | 0.08% | 97 |
|