Spartan Planning & Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Spartan Planning & Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$278K	Sell
2025 Q2	$334K	Buy
2025 Q1	–	Sell
2024 Q4	$294K	Buy
2023 Q4	$77.6K	Buy
2023 Q3	$31.7K	Buy