SMA
Sage Mountain Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9K | Hold |
352
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $46.1K | Hold |
352
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $46.4K | Hold |
352
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $47.7K | Hold |
352
| – | – | ﹤0.01% | 442 |
|
|
2024
Q2 | $42.9K | Buy |
352
+115
| +49% | +$14K | ﹤0.01% | 388 |
|
|
2024
Q1 | $29.9K | Buy |
237
+39
| +20% | +$4.91K | ﹤0.01% | 372 |
|
|
2023
Q4 | $22.6K | Sell |
198
-104
| -34% | -$11.9K | ﹤0.01% | 320 |
|
|
2023
Q3 | $30.6K | Hold |
302
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $32.4K | Hold |
302
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $30.6K | Hold |
302
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $29.7K | Sell |
302
-400
| -57% | -$39.3K | 0.01% | 247 |
|
|
2022
Q3 | $58K | Hold |
702
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $61K | Hold |
702
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $72K | Hold |
702
| – | – | 0.01% | 547 |
|
|
2021
Q4 | $74K | Hold |
702
| – | – | 0.01% | 600 |
|
|
2021
Q3 | $69K | Sell |
702
-507
| -42% | -$49.8K | 0.01% | 508 |
|
|
2021
Q2 | $124K | Hold |
1,209
| – | – | 0.02% | 431 |
|
|
2021
Q1 | $119K | Buy |
1,209
+907
| +300% | +$89.3K | 0.03% | 359 |
|
|
2020
Q4 | $27K | Buy |
+302
| New | +$27K | 0.01% | 241 |
|