Mutual Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Mutual Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.94M	Buy	44,790 +1,244	+3%	+$193K	0.17%	122
2025 Q1	$5.62M	Sell	43,546 -4,527	-9%	-$584K	0.16%	131
2024 Q4	$6.58M	Buy	48,073 +14,499	+43%	+$1.99M	0.19%	101
2024 Q3	$4.56M	Sell	33,574 -23,309	-41%	-$3.16M	0.13%	149
2024 Q2	$7.17M	Buy	56,883 +1,633	+3%	+$206K	0.22%	89
2024 Q1	$6.96M	Sell	55,250 -714	-1%	-$89.9K	0.22%	90
2023 Q4	$6.38M	Buy	55,964 +23,944	+75%	+$2.73M	0.22%	95
2023 Q3	$3.25M	Buy	32,020 +3,154	+11%	+$320K	0.13%	163
2023 Q2	$3.1M	Buy	28,866 +1,569	+6%	+$168K	0.12%	174
2023 Q1	$2.76M	Buy	27,297 +5,463	+25%	+$553K	0.11%	185
2022 Q4	$2.14M	Sell	21,834 -6,006	-22%	-$590K	0.1%	211
2022 Q3	$2.31M	Buy	27,840 +5,836	+27%	+$483K	0.12%	170
2022 Q2	$1.92M	Sell	22,004 -2,010	-8%	-$176K	0.13%	183
2022 Q1	$2.47M	Sell	24,014 -5,020	-17%	-$517K	0.14%	176
2021 Q4	$3.07M	Sell	29,034 -18,733	-39%	-$1.98M	0.16%	146
2021 Q3	$4.67M	Buy	47,767 +1,024	+2%	+$100K	0.28%	82
2021 Q2	$4.79M	Sell	46,743 -109	-0.2%	-$11.2K	0.28%	81
2021 Q1	$4.61M	Buy	46,852 +4,855	+12%	+$478K	0.32%	73
2020 Q4	$3.72M	Buy	41,997 +6,911	+20%	+$612K	0.28%	75
2020 Q3	$2.7M	Sell	35,086 -5,197	-13%	-$400K	0.23%	98
2020 Q2	$2.77M	Buy	40,283 +34,076	+549%	+$2.34M	0.27%	78
2020 Q1	$366K	Sell	6,207 -7,957	-56%	-$469K	0.05%	359
2019 Q4	$1.15M	Buy	14,164 +330	+2%	+$26.9K	0.12%	203
2019 Q3	$1.07M	Sell	13,834 -400	-3%	-$31.1K	0.14%	177
2019 Q2	$1.1M	Buy	14,234 +988	+7%	+$76.5K	0.14%	182
2019 Q1	$994K	Buy	13,246 +3,843	+41%	+$288K	0.15%	173
2018 Q4	$606K	Sell	9,403 -3,098	-25%	-$200K	0.12%	206
2018 Q3	$980K	Buy	12,501 +501	+4%	+$39.3K	0.15%	167
2018 Q2	$860K	Buy	12,000 +579	+5%	+$41.5K	0.2%	164
2018 Q1	$848K	Buy	11,421 +4,302	+60%	+$319K	0.21%	152
2017 Q4	$539K	Buy	+7,119	New	+$539K	0.2%	142