Retirement Planning Group (Kansas)’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 | $1.1M | Buy |
7,455
+606
| +9% | +$89.4K | 0.05% | 135 |
|
|
2025
Q1 | $898K | Sell |
6,849
-160
| -2% | -$21K | 0.04% | 143 |
|
|
2024
Q4 | $923K | Buy |
7,009
+910
| +15% | +$120K | 0.05% | 130 |
|
|
2024
Q3 | $826K | Buy |
6,099
+3
| +0% | +$406 | 0.05% | 135 |
|
|
2024
Q2 | $743K | Sell |
6,096
-124
| -2% | -$15.1K | 0.05% | 125 |
|
|
2024
Q1 | $783K | Buy |
6,220
+296
| +5% | +$37.3K | 0.06% | 117 |
|
|
2023
Q4 | $675K | Buy |
+5,924
| New | +$675K | 0.06% | 101 |
|