Spartan Planning & 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	$334K	Buy	+2,267	New	+$334K	0.29%	59
2025 Q1	–	Sell	-2,234	Closed	-$294K	–	82
2024 Q4	$294K	Buy	+2,234	New	+$294K	0.27%	57
2023 Q4	$77.6K	Buy	681 +368	+118%	+$41.9K	0.08%	111
2023 Q3	$31.7K	Buy	+313	New	+$31.7K	0.04%	96