Ritholtz Wealth Management’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 | $581K | Buy |
3,940
+1,231
| +45% | +$182K | 0.01% | 599 |
|
|
2025
Q1 | $355K | Buy |
2,709
+122
| +5% | +$16K | 0.01% | 694 |
|
|
2024
Q4 | $341K | Buy |
2,587
+101
| +4% | +$13.3K | 0.01% | 669 |
|
|
2024
Q3 | $337K | Sell |
2,486
-229
| -8% | -$31K | 0.01% | 668 |
|
|
2024
Q2 | $331K | Buy |
2,715
+241
| +10% | +$29.4K | 0.01% | 629 |
|
|
2024
Q1 | $312K | Buy |
2,474
+150
| +6% | +$18.9K | 0.01% | 626 |
|
|
2023
Q4 | $265K | Buy |
2,324
+64
| +3% | +$7.29K | 0.01% | 631 |
|
|
2023
Q3 | $229K | Hold |
2,260
| – | – | 0.01% | 619 |
|
|
2023
Q2 | $242K | Sell |
2,260
-32
| -1% | -$3.43K | 0.01% | 588 |
|
|
2023
Q1 | $232K | Buy |
2,292
+50
| +2% | +$5.06K | 0.01% | 580 |
|
|
2022
Q4 | $220K | Buy |
+2,242
| New | +$220K | 0.01% | 518 |
|
|
2022
Q2 | – | Sell |
-2,002
| Closed | -$206K | – | 603 |
|
|
2022
Q1 | $206K | Sell |
2,002
-76
| -4% | -$7.82K | 0.01% | 505 |
|
|
2021
Q4 | $220K | Buy |
+2,078
| New | +$220K | 0.01% | 476 |
|