Patton Albertson Miller Group’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 | $838K | Hold |
5,682
| – | – | 0.11% | 127 |
|
|
2025
Q1 | $745K | Sell |
5,682
-45
| -0.8% | -$5.9K | 0.11% | 130 |
|
|
2024
Q4 | $755K | Hold |
5,727
| – | – | 0.1% | 129 |
|
|
2024
Q3 | $776K | Hold |
5,727
| – | – | 0.11% | 126 |
|
|
2024
Q2 | $698K | Hold |
5,727
| – | – | 0.1% | 127 |
|
|
2024
Q1 | $721K | Hold |
5,727
| – | – | 0.11% | 123 |
|
|
2023
Q4 | $653K | Hold |
5,727
| – | – | 0.11% | 128 |
|
|
2023
Q3 | $581K | Hold |
5,727
| – | – | 0.11% | 140 |
|
|
2023
Q2 | $615K | Sell |
5,727
-340
| -6% | -$36.5K | 0.12% | 136 |
|
|
2023
Q1 | $614K | Hold |
6,067
| – | – | 0.11% | 147 |
|
|
2022
Q4 | $596K | Hold |
6,067
| – | – | 0.11% | 143 |
|
|
2022
Q3 | $503K | Hold |
6,067
| – | – | 0.11% | 152 |
|
|
2022
Q2 | $530K | Hold |
6,067
| – | – | 0.11% | 155 |
|
|
2022
Q1 | $625K | Buy |
6,067
+885
| +17% | +$91.2K | 0.11% | 162 |
|
|
2021
Q4 | $548K | Buy |
5,182
+73
| +1% | +$7.72K | 0.09% | 176 |
|
|
2021
Q3 | $500K | Buy |
+5,109
| New | +$500K | 0.1% | 168 |
|