Montag & Caldwell’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$679K Sell
2025
Q1
$604K Sell
2024
Q4
$613K Sell
2024
Q3
$635K Buy
2024
Q2
$240K Buy
2024
Q1
$246K Buy
2023
Q4
Sell
2023
Q3
$322K Buy
2016
Q4
Sell
2016
Q3
$304K Sell
2016
Q2
$323K Buy
2014
Q3
Sell
2014
Q2
$216K Sell
2014
Q1
$279K Buy