Shepherd Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

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