SPWM
Straight Path 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 | $267K | Buy |
1,808
+4
| +0.2% | +$590 | 0.09% | 95 |
|
|
2025
Q1 | $236K | Sell |
1,804
-93
| -5% | -$12.2K | 0.1% | 88 |
|
|
2024
Q4 | $250K | Buy |
1,897
+7
| +0.4% | +$922 | 0.1% | 82 |
|
|
2024
Q3 | $256K | Buy |
1,890
+9
| +0.5% | +$1.22K | 0.11% | 82 |
|
|
2024
Q2 | $229K | Buy |
1,881
+95
| +5% | +$11.6K | 0.12% | 82 |
|
|
2024
Q1 | $225K | Buy |
1,786
+13
| +0.7% | +$1.64K | 0.13% | 79 |
|
|
2023
Q4 | $202K | Buy |
+1,773
| New | +$202K | 0.12% | 85 |
|