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

Shepherd Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$971K Sell
6,429
-12,782
-67% -$1.93M 0.66% 17
2025
Q1 		$2.52M Sell
19,211
-7,731
-29% -$1.01M 2.59% 16
2024
Q4 		$3.55M Buy
+26,942
New +$3.55M 3.49% 8