SSWG
Seven Springs Wealth Group’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 | $417K | Hold |
2,826
| – | – | 0.1% | 55 |
|
|
2025
Q1 | $370K | Hold |
2,826
| – | – | 0.13% | 56 |
|
|
2024
Q4 | $372K | Hold |
2,826
| – | – | 0.14% | 55 |
|
|
2024
Q3 | $383K | Hold |
2,826
| – | – | 0.14% | 53 |
|
|
2024
Q2 | $344K | Hold |
2,826
| – | – | 0.13% | 51 |
|
|
2024
Q1 | $356K | Hold |
2,826
| – | – | 0.14% | 49 |
|
|
2023
Q4 | $322K | Hold |
2,826
| – | – | 0.15% | 47 |
|
|
2023
Q3 | $287K | Hold |
2,826
| – | – | 0.14% | 47 |
|
|
2023
Q2 | $303K | Hold |
2,826
| – | – | 0.14% | 49 |
|
|
2023
Q1 | $286K | Sell |
2,826
-51
| -2% | -$5.16K | 0.14% | 48 |
|
|
2022
Q4 | $283K | Buy |
2,877
+51
| +2% | +$5.01K | 0.14% | 48 |
|
|
2022
Q3 | $234K | Sell |
2,826
-28
| -1% | -$2.32K | 0.13% | 54 |
|
|
2022
Q2 | $249K | Hold |
2,854
| – | – | 0.12% | 59 |
|
|
2022
Q1 | $294K | Hold |
2,854
| – | – | 0.14% | 56 |
|
|
2021
Q4 | $302K | Hold |
2,854
| – | – | 0.14% | 55 |
|
|
2021
Q3 | $279K | Hold |
2,854
| – | – | 0.14% | 62 |
|
|
2021
Q2 | $292K | Hold |
2,854
| – | – | 0.13% | 62 |
|
|
2021
Q1 | $281K | Hold |
2,854
| – | – | 0.13% | 46 |
|
|
2020
Q4 | $253K | Sell |
2,854
-1,521
| -35% | -$135K | 0.13% | 45 |
|
|
2020
Q3 | $337K | Buy |
4,375
+241
| +6% | +$18.6K | 0.21% | 42 |
|
|
2020
Q2 | $284K | Buy |
4,134
+121
| +3% | +$8.31K | 0.18% | 38 |
|
|
2020
Q1 | $237K | Buy |
+4,013
| New | +$237K | 0.17% | 44 |
|