Merit Financial 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
$5.26M Sell
35,687
-5,101
-13% -$752K 0.06% 264
2025
Q1
$5.35M Sell
40,788
-15,058
-27% -$1.97M 0.08% 207
2024
Q4
$7.36M Sell
55,846
-982
-2% -$129K 0.13% 140
2024
Q3
$7.7M Buy
56,828
+1,916
+3% +$260K 0.17% 106
2024
Q2
$6.69M Sell
54,912
-114
-0.2% -$13.9K 0.15% 111
2024
Q1
$6.76M Buy
55,026
+11,132
+25% +$1.37M 0.16% 108
2023
Q4
$5M Sell
43,894
-18,022
-29% -$2.05M 0.15% 97
2023
Q3
$6.28M Sell
61,916
-10,105
-14% -$1.02M 0.21% 78
2023
Q2
$7.73M Buy
72,021
+16,243
+29% +$1.74M 0.25% 64
2023
Q1
$5.64M Buy
55,778
+23,440
+72% +$2.37M 0.21% 75
2022
Q4
$3.18M Buy
32,338
+7,550
+30% +$741K 0.11% 135
2022
Q3
$2.05M Sell
24,788
-18,352
-43% -$1.52M 0.09% 153
2022
Q2
$3.77M Buy
43,140
+36,482
+548% +$3.19M 0.12% 109
2022
Q1
$686K Buy
+6,658
New +$686K 0.04% 196