NewEdge Wealth’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 | $1.55M | Buy |
10,258
+375
| +4% | +$56.5K | 0.02% | 433 |
|
|
2025
Q1 | $1.3M | Buy |
9,883
+656
| +7% | +$86K | 0.02% | 432 |
|
|
2024
Q4 | $1.22M | Sell |
9,227
-1,171
| -11% | -$154K | 0.02% | 446 |
|
|
2024
Q3 | $1.41M | Buy |
10,398
+7,041
| +210% | +$954K | 0.03% | 410 |
|
|
2024
Q2 | $409K | Buy |
+3,357
| New | +$409K | 0.01% | 591 |
|
|
2024
Q1 | – | Sell |
-2,574
| Closed | -$293K | – | 848 |
|
|
2023
Q4 | $293K | Buy |
2,574
+95
| +4% | +$10.8K | 0.01% | 626 |
|
|
2023
Q3 | $251K | Buy |
2,479
+24
| +1% | +$2.43K | 0.01% | 572 |
|
|
2023
Q2 | $264K | Buy |
2,455
+1
| +0% | +$107 | 0.01% | 561 |
|
|
2023
Q1 | $248K | Buy |
+2,454
| New | +$248K | 0.01% | 542 |
|
|
2022
Q1 | – | Sell |
-6,226
| Closed | -$659K | – | 454 |
|
|
2021
Q4 | $659K | Buy |
+6,226
| New | +$659K | 0.03% | 264 |
|