SWM
Stockman 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 | $5.12M | Buy |
34,694
+975
| +3% | +$144K | 0.7% | 40 |
|
|
2025
Q1 | $4.42M | Buy |
33,719
+4,415
| +15% | +$579K | 0.65% | 42 |
|
|
2024
Q4 | $3.86M | Buy |
29,304
+5,064
| +21% | +$667K | 0.6% | 41 |
|
|
2024
Q3 | $3.28M | Buy |
24,240
+1,039
| +4% | +$141K | 0.51% | 44 |
|
|
2024
Q2 | $2.83M | Buy |
23,201
+69
| +0.3% | +$8.41K | 0.5% | 45 |
|
|
2024
Q1 | $2.91M | Buy |
23,132
+1,536
| +7% | +$193K | 0.51% | 44 |
|
|
2023
Q4 | $2.46M | Buy |
21,596
+767
| +4% | +$87.4K | 0.49% | 44 |
|
|
2023
Q3 | $2.11M | Buy |
20,829
+875
| +4% | +$88.7K | 0.46% | 46 |
|
|
2023
Q2 | $2.14M | Buy |
19,954
+2,205
| +12% | +$237K | 0.46% | 49 |
|
|
2023
Q1 | $1.8M | Buy |
17,749
+2,955
| +20% | +$299K | 0.4% | 50 |
|
|
2022
Q4 | $1.45M | Buy |
+14,794
| New | +$1.45M | 0.33% | 56 |
|