SWM
Spire Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
141,095
-33,959
| -19% | -$5M | 0.75% | 28 |
|
|
2025
Q1 | $22.9M | Buy |
175,054
+5,492
| +3% | +$720K | 0.73% | 26 |
|
|
2024
Q4 | $22.3M | Buy |
169,562
+8,025
| +5% | +$1.06M | 0.69% | 27 |
|
|
2024
Q3 | $21.9M | Sell |
161,537
-17,205
| -10% | -$2.33M | 0.74% | 29 |
|
|
2024
Q2 | $21.8M | Sell |
178,742
-20,784
| -10% | -$2.53M | 0.77% | 26 |
|
|
2024
Q1 | $58.4M | Buy |
199,526
+10,617
| +6% | +$3.1M | 1.06% | 23 |
|
|
2023
Q4 | $21.2M | Buy |
188,909
+62,518
| +49% | +$7.03M | 0.7% | 28 |
|
|
2023
Q3 | $12.8M | Buy |
126,391
+29,121
| +30% | +$2.95M | 0.49% | 50 |
|
|
2023
Q2 | $10.4M | Sell |
97,270
-8,988
| -8% | -$965K | 0.39% | 58 |
|
|
2023
Q1 | $10.8M | Buy |
106,258
+32,714
| +44% | +$3.31M | 0.42% | 50 |
|
|
2022
Q4 | $7.22M | Sell |
73,544
-89
| -0.1% | -$8.74K | 0.41% | 56 |
|
|
2022
Q3 | $6.08M | Sell |
73,633
-16,537
| -18% | -$1.37M | 0.37% | 67 |
|
|
2022
Q2 | $7.88M | Sell |
90,170
-79,408
| -47% | -$6.94M | 0.32% | 78 |
|
|
2022
Q1 | $16.6M | Sell |
169,578
-93,705
| -36% | -$9.17M | 0.44% | 51 |
|
|
2021
Q4 | $28M | Buy |
263,283
+16,186
| +7% | +$1.72M | 0.62% | 31 |
|
|
2021
Q3 | $24.2M | Buy |
247,097
+32,336
| +15% | +$3.16M | 0.64% | 32 |
|
|
2021
Q2 | $22M | Buy |
214,761
+4,538
| +2% | +$466K | 0.6% | 34 |
|
|
2021
Q1 | $19.6M | Buy |
+210,223
| New | +$19.6M | 0.52% | 38 |
|