SMART Wealth’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 | – | Sell |
-10,587
| Closed | -$1.39M | – | 196 |
|
|
2025
Q1 | $1.39M | Buy |
10,587
+1,771
| +20% | +$232K | 0.5% | 57 |
|
|
2024
Q4 | $1.16M | Buy |
8,816
+2,855
| +48% | +$376K | 0.41% | 67 |
|
|
2024
Q3 | $807K | Sell |
5,961
-8,945
| -60% | -$1.21M | 0.32% | 70 |
|
|
2024
Q2 | $1.82M | Buy |
14,906
+743
| +5% | +$90.5K | 0.74% | 37 |
|
|
2024
Q1 | $1.78M | Buy |
+14,163
| New | +$1.78M | 0.8% | 31 |
|