Strategic Financial Concepts’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 | $731K | Sell |
4,957
-960
| -16% | -$142K | 0.1% | 112 |
|
2025
Q1 | $776K | Sell |
5,917
-269
| -4% | -$35.3K | 0.15% | 143 |
|
2024
Q4 | $815K | Buy |
6,186
+1,878
| +44% | +$247K | 0.16% | 135 |
|
2024
Q3 | $583K | Sell |
4,308
-501,469
| -99% | -$67.9M | 0.19% | 104 |
|
2024
Q2 | $120K | Buy |
505,777
+500,858
| +10,182% | +$119K | 0.07% | 162 |
|
2024
Q1 | $620K | Buy |
+4,919
| New | +$620K | 0.15% | 147 |
|
2023
Q4 | – | Sell |
-12,725
| Closed | -$1.29M | – | 274 |
|
2023
Q3 | $1.29M | Sell |
12,725
-469
| -4% | -$47.5K | 0.44% | 60 |
|
2023
Q2 | $1.42M | Buy |
+13,194
| New | +$1.42M | 0.52% | 56 |
|