Stolper & Co’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 | $250K | Hold |
1,697
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $222K | Hold |
1,697
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $224K | Sell |
1,697
-25
| -1% | -$3.3K | 0.07% | 87 |
|
|
2024
Q3 | $233K | Hold |
1,722
| – | – | 0.08% | 87 |
|
|
2024
Q2 | $210K | Sell |
1,722
-49
| -3% | -$5.98K | 0.07% | 87 |
|
|
2024
Q1 | $223K | Hold |
1,771
| – | – | 0.08% | 87 |
|
|
2023
Q4 | $202K | Buy |
+1,771
| New | +$202K | 0.08% | 87 |
|
|
2023
Q1 | – | Sell |
-2,075
| Closed | -$204K | – | 86 |
|
|
2022
Q4 | $204K | Buy |
+2,075
| New | +$204K | 0.09% | 84 |
|
|
2022
Q2 | – | Sell |
-2,075
| Closed | -$214K | – | 87 |
|
|
2022
Q1 | $214K | Hold |
2,075
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $220K | Hold |
2,075
| – | – | 0.1% | 84 |
|
|
2021
Q3 | $203K | Sell |
2,075
-8,130
| -80% | -$795K | 0.1% | 85 |
|
|
2021
Q2 | $1.05M | Sell |
10,205
-21
| -0.2% | -$2.15K | 0.49% | 57 |
|
|
2021
Q1 | $1.01M | Buy |
10,226
+2,595
| +34% | +$256K | 0.52% | 55 |
|
|
2020
Q4 | $676K | Sell |
7,631
-124
| -2% | -$11K | 0.38% | 59 |
|
|
2020
Q3 | $597K | Buy |
7,755
+210
| +3% | +$16.2K | 0.39% | 56 |
|
|
2020
Q2 | $518K | Buy |
7,545
+16
| +0.2% | +$1.1K | 0.34% | 61 |
|
|
2020
Q1 | $444K | Buy |
+7,529
| New | +$444K | 0.32% | 64 |
|