ML
McAdam LLC’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,695
-129
| -7% | -$19K | 0.01% | 325 |
|
|
2025
Q1 | $239K | Sell |
1,824
-3,940
| -68% | -$516K | 0.01% | 295 |
|
|
2024
Q4 | $759K | Buy |
5,764
+265
| +5% | +$34.9K | 0.04% | 159 |
|
|
2024
Q3 | $745K | Buy |
5,499
+759
| +16% | +$103K | 0.04% | 156 |
|
|
2024
Q2 | $578K | Buy |
+4,740
| New | +$578K | 0.03% | 163 |
|
|
2018
Q4 | – | Sell |
-1,094
| Closed | -$87K | – | 633 |
|
|
2018
Q3 | $87K | Buy |
+1,094
| New | +$87K | 0.03% | 125 |
|