Silverlake Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $834K | Buy |
5,656
+330
| +6% | +$48.7K | 0.24% | 116 |
|
2025
Q1 | $698K | Buy |
5,326
+3,421
| +180% | +$448K | 0.26% | 100 |
|
2024
Q4 | $251K | Sell |
1,905
-1,106
| -37% | -$146K | 0.1% | 221 |
|
2024
Q3 | $408K | Sell |
3,011
-2,928
| -49% | -$397K | 0.15% | 160 |
|
2024
Q2 | $724K | Buy |
5,939
+2,358
| +66% | +$287K | 0.3% | 87 |
|
2024
Q1 | $451K | Buy |
3,581
+1,128
| +46% | +$142K | 0.23% | 111 |
|
2023
Q4 | $280K | Sell |
2,453
-295
| -11% | -$33.6K | 0.15% | 169 |
|
2023
Q3 | $279K | Buy |
2,748
+211
| +8% | +$21.4K | 0.16% | 169 |
|
2023
Q2 | $272K | Buy |
+2,537
| New | +$272K | 0.15% | 162 |
|
2022
Q4 | – | Sell |
-4,471
| Closed | -$370K | – | 224 |
|
2022
Q3 | $370K | Sell |
4,471
-168
| -4% | -$13.9K | 0.25% | 102 |
|
2022
Q2 | $405K | Sell |
4,639
-929
| -17% | -$81.1K | 0.26% | 101 |
|
2022
Q1 | $573K | Buy |
5,568
+170
| +3% | +$17.5K | 0.33% | 76 |
|
2021
Q4 | $571K | Buy |
+5,398
| New | +$571K | 0.31% | 83 |
|