Measured Wealth Private Client 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 | $684K | Sell |
4,638
-1,954
| -30% | -$288K | 0.2% | 72 |
|
|
2025
Q1 | $864K | Sell |
6,592
-14,410
| -69% | -$1.89M | 0.28% | 47 |
|
|
2024
Q4 | $2.77M | Buy |
21,002
+304
| +1% | +$40.1K | 0.89% | 22 |
|
|
2024
Q3 | $2.8M | Sell |
20,698
-16,321
| -44% | -$2.21M | 0.94% | 21 |
|
|
2024
Q2 | $4.51M | Buy |
37,019
+4,660
| +14% | +$568K | 1.58% | 12 |
|
|
2024
Q1 | $4.08M | Buy |
32,359
+30,113
| +1,341% | +$3.79M | 1.42% | 13 |
|
|
2023
Q4 | $256K | Sell |
2,246
-141
| -6% | -$16.1K | 0.09% | 156 |
|
|
2023
Q3 | $242K | Sell |
2,387
-2,165
| -48% | -$219K | 0.1% | 146 |
|
|
2023
Q2 | $489K | Sell |
4,552
-11,338
| -71% | -$1.22M | 0.19% | 89 |
|
|
2023
Q1 | $1.61M | Buy |
15,890
+380
| +2% | +$38.4K | 0.62% | 22 |
|
|
2022
Q4 | $1.52M | Buy |
+15,510
| New | +$1.52M | 0.63% | 24 |
|