Rise Advisors’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 | $5.53M | Buy |
37,472
+1,348
| +4% | +$199K | 2.19% | 9 |
|
|
2025
Q1 | $4.73M | Sell |
36,124
-243
| -0.7% | -$31.9K | 2.09% | 8 |
|
|
2024
Q4 | $4.79M | Sell |
36,367
-351
| -1% | -$46.2K | 2.3% | 8 |
|
|
2024
Q3 | $4.97M | Buy |
36,718
+2,369
| +7% | +$321K | 2.38% | 8 |
|
|
2024
Q2 | $4.19M | Sell |
34,349
-2,215
| -6% | -$270K | 2.22% | 8 |
|
|
2024
Q1 | $4.61M | Buy |
36,564
+908
| +3% | +$114K | 2.45% | 8 |
|
|
2023
Q4 | $4.06M | Buy |
35,656
+1,665
| +5% | +$190K | 2.84% | 8 |
|
|
2023
Q3 | $3.45M | Buy |
33,991
+2,789
| +9% | +$283K | 2.73% | 7 |
|
|
2023
Q2 | $3.35M | Buy |
31,202
+1,784
| +6% | +$191K | 2.59% | 7 |
|
|
2023
Q1 | $2.98M | Sell |
29,418
-1,792
| -6% | -$181K | 2.25% | 9 |
|
|
2022
Q4 | $3.07M | Sell |
31,210
-890
| -3% | -$87.4K | 2.46% | 7 |
|
|
2022
Q3 | $2.66M | Buy |
32,100
+844
| +3% | +$69.9K | 2.2% | 10 |
|
|
2022
Q2 | $2.73M | Buy |
31,256
+453
| +1% | +$39.6K | 2.75% | 9 |
|
|
2022
Q1 | $3.17M | Buy |
30,803
+10,990
| +55% | +$1.13M | 2.86% | 9 |
|
|
2021
Q4 | $2.1M | Buy |
+19,813
| New | +$2.1M | 2% | 12 |
|