Shepherd Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shepherd Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$968K	Sell
2025 Q2	$971K	Sell
2025 Q1	$2.52M	Sell
2024 Q4	$3.55M	Buy