Safeguard Financial’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
Q1 | $615K | Sell |
4,696
-194
| -4% | -$25.4K | 0.13% | 55 |
|
|
2024
Q4 | $644K | Buy |
4,890
+11
| +0.2% | +$1.45K | 0.14% | 55 |
|
|
2024
Q3 | $661K | Buy |
4,879
+1,174
| +32% | +$159K | 0.16% | 53 |
|
|
2024
Q2 | $452K | Buy |
3,705
+163
| +5% | +$19.9K | 0.13% | 62 |
|
|
2024
Q1 | $446K | Sell |
3,542
-41
| -1% | -$5.16K | 0.15% | 57 |
|
|
2023
Q4 | $408K | Buy |
3,583
+110
| +3% | +$12.5K | 0.15% | 51 |
|
|
2023
Q3 | $352K | Buy |
3,473
+102
| +3% | +$10.3K | 0.17% | 51 |
|
|
2023
Q2 | $361K | Buy |
3,371
+9
| +0.3% | +$964 | 0.17% | 48 |
|
|
2023
Q1 | $340K | Buy |
+3,362
| New | +$340K | 0.21% | 48 |
|