Mattern Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Hold
2025
Q1
$216K Hold
2024
Q4
$217K Hold
2024
Q3
$223K Hold
2024
Q2
$201K Hold
2024
Q1
$208K Buy
2022
Q2
Sell
2022
Q1
$309K Buy
2020
Q1
Sell
2019
Q4
$312K Buy