Meridian Financial’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 | $319K | Hold |
2,165
| – | – | 0.21% | 88 |
|
|
2025
Q1 | $284K | Sell |
2,165
-35
| -2% | -$4.59K | 0.2% | 92 |
|
|
2024
Q4 | $290K | Sell |
2,200
-600
| -21% | -$79.1K | 0.2% | 91 |
|
|
2024
Q3 | $379K | Hold |
2,800
| – | – | 0.25% | 74 |
|
|
2024
Q2 | $341K | Hold |
2,800
| – | – | 0.25% | 75 |
|
|
2024
Q1 | $353K | Hold |
2,800
| – | – | 0.26% | 73 |
|
|
2023
Q4 | $319K | Buy |
2,800
+400
| +17% | +$45.6K | 0.25% | 72 |
|
|
2023
Q3 | $243K | Hold |
2,400
| – | – | 0.23% | 84 |
|
|
2023
Q2 | $258K | Hold |
2,400
| – | – | 0.23% | 79 |
|
|
2023
Q1 | $243K | Buy |
2,400
+100
| +4% | +$10.1K | 0.24% | 84 |
|
|
2022
Q4 | $226K | Buy |
+2,300
| New | +$226K | 0.24% | 84 |
|
|
2022
Q2 | – | Sell |
-2,225
| Closed | -$229K | – | 99 |
|
|
2022
Q1 | $229K | Hold |
2,225
| – | – | 0.24% | 83 |
|
|
2021
Q4 | $235K | Buy |
+2,225
| New | +$235K | 0.22% | 87 |
|