Soltis Investment Advisors’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 | $815K | Sell |
5,524
-184
| -3% | -$27.1K | 0.06% | 195 |
|
|
2025
Q1 | $748K | Sell |
5,708
-223
| -4% | -$29.2K | 0.07% | 194 |
|
|
2024
Q4 | $781K | Sell |
5,931
-4
| -0.1% | -$527 | 0.07% | 189 |
|
|
2024
Q3 | $804K | Sell |
5,935
-1,556
| -21% | -$211K | 0.08% | 170 |
|
|
2024
Q2 | $913K | Sell |
7,491
-2,224
| -23% | -$271K | 0.1% | 153 |
|
|
2024
Q1 | $1.22M | Sell |
9,715
-4,482
| -32% | -$565K | 0.14% | 143 |
|
|
2023
Q4 | $1.62M | Buy |
+14,197
| New | +$1.62M | 0.18% | 124 |
|