Mather 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 | $244K | Buy |
1,655
+1,020
| +161% | +$150K | ﹤0.01% | 556 |
|
|
2025
Q1 | $83.2K | Buy |
635
+593
| +1,412% | +$77.7K | ﹤0.01% | 789 |
|
|
2024
Q4 | $5.53K | Buy |
42
+11
| +35% | +$1.45K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $4.2K | Sell |
31
-3,221
| -99% | -$436K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $410K | Buy |
3,252
+2,881
| +777% | +$363K | 0.01% | 458 |
|
|
2024
Q1 | $42.3K | Sell |
371
-3,000
| -89% | -$342K | ﹤0.01% | 909 |
|
|
2023
Q4 | $384K | Buy |
3,371
+272
| +9% | +$31K | 0.01% | 395 |
|
|
2023
Q3 | $314K | Sell |
3,099
-1,039
| -25% | -$105K | 0.01% | 430 |
|
|
2023
Q2 | $444K | Buy |
4,138
+539
| +15% | +$57.8K | 0.01% | 370 |
|
|
2023
Q1 | $364K | Buy |
3,599
+53
| +1% | +$5.36K | 0.01% | 366 |
|
|
2022
Q4 | $348K | Hold |
3,546
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $294K | Buy |
3,546
+46
| +1% | +$3.81K | 0.01% | 372 |
|
|
2022
Q2 | $306K | Hold |
3,500
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $360K | Buy |
+3,500
| New | +$360K | 0.01% | 317 |
|