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 |
|