Montag & Associates’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $749K | Sell |
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|
2023
Q4 | $838K | Buy |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $622K | Sell |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $834K | Hold |
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|
2021
Q3 | $771K | Sell |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $791K | Sell |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $357K | Sell |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $906K | Sell |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $314K | Hold |
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|
2017
Q2 | $301K | Sell |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.12M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $303K | Hold |
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|
2014
Q4 | $308K | Buy |
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|
2014
Q3 | $242K | Buy |
|