Rothschild Investment LLC’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
$49.5K Hold
335
﹤0.01% 784
2025
Q1
$43.9K Buy
335
+88
+36% +$11.5K ﹤0.01% 801
2024
Q4
$32.5K Buy
247
+1
+0.4% +$132 ﹤0.01% 887
2024
Q3
$33.3K Buy
246
+1
+0.4% +$135 ﹤0.01% 873
2024
Q2
$29.9K Buy
245
+1
+0.4% +$122 ﹤0.01% 883
2024
Q1
$30.8K Buy
244
+1
+0.4% +$126 ﹤0.01% 827
2023
Q4
$27.7K Buy
+243
New +$27.7K ﹤0.01% 785
2013
Q3
Sell
-30,550
Closed -$1.3M 386
2013
Q2
$1.3M Buy
+30,550
New +$1.3M 0.21% 113