MWM
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MGB Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

MGB Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$405K Sell
2,743
-86
-3% -$12.7K 0.13% 145
2025
Q1 		$371K Buy
2,829
+134
+5% +$17.6K 0.13% 146
2024
Q4 		$355K Buy
+2,695
New +$355K 0.11% 144