MBA 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 | $688K | Buy |
4,663
+294
| +7% | +$43.4K | 0.32% | 67 |
|
|
2025
Q1 | $573K | Sell |
4,369
-1
| -0% | -$131 | 0.28% | 73 |
|
|
2024
Q4 | $576K | Buy |
4,370
+1,400
| +47% | +$184K | 0.29% | 69 |
|
|
2024
Q3 | $402K | Sell |
2,970
-9
| -0.3% | -$1.22K | 0.19% | 90 |
|
|
2024
Q2 | $363K | Hold |
2,979
| – | – | 0.19% | 88 |
|
|
2024
Q1 | $375K | Sell |
2,979
-401
| -12% | -$50.5K | 0.19% | 88 |
|
|
2023
Q4 | $385K | Sell |
3,380
-1,716
| -34% | -$196K | 0.21% | 85 |
|
|
2023
Q3 | $517K | Sell |
5,096
-792
| -13% | -$80.3K | 0.32% | 68 |
|
|
2023
Q2 | $632K | Hold |
5,888
| – | – | 0.38% | 61 |
|
|
2023
Q1 | $596K | Buy |
5,888
+1,768
| +43% | +$179K | 0.37% | 64 |
|
|
2022
Q4 | $405K | Sell |
4,120
-108
| -3% | -$10.6K | 0.26% | 79 |
|
|
2022
Q3 | $350K | Buy |
4,228
+417
| +11% | +$34.5K | 0.25% | 81 |
|
|
2022
Q2 | $333K | Sell |
3,811
-126
| -3% | -$11K | 0.23% | 88 |
|
|
2022
Q1 | $405K | Sell |
3,937
-1,468
| -27% | -$151K | 0.25% | 91 |
|
|
2021
Q4 | $572K | Sell |
5,405
-113
| -2% | -$12K | 0.35% | 71 |
|
|
2021
Q3 | $540K | Sell |
5,518
-1,201
| -18% | -$118K | 0.4% | 65 |
|
|
2021
Q2 | $688 | Sell |
6,719
-517
| -7% | -$53 | 0.32% | 57 |
|
|
2021
Q1 | $712 | Buy |
+7,236
| New | +$712 | 0.39% | 52 |
|