Successful Portfolios’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 | $1.68M | Sell |
11,404
-24
| -0.2% | -$3.54K | 1.03% | 23 |
|
|
2025
Q1 | $1.5M | Sell |
11,428
-21
| -0.2% | -$2.75K | 1.02% | 25 |
|
|
2024
Q4 | $1.51M | Sell |
11,449
-18
| -0.2% | -$2.37K | 1.01% | 26 |
|
|
2024
Q3 | $1.55M | Sell |
11,467
-48
| -0.4% | -$6.5K | 1.05% | 26 |
|
|
2024
Q2 | $1.4M | Sell |
11,515
-36
| -0.3% | -$4.39K | 0.98% | 27 |
|
|
2024
Q1 | $1.45M | Sell |
11,551
-127
| -1% | -$16K | 0.99% | 25 |
|
|
2023
Q4 | $1.33M | Sell |
11,678
-86
| -0.7% | -$9.8K | 0.99% | 27 |
|
|
2023
Q3 | $1.19M | Buy |
11,764
+38
| +0.3% | +$3.85K | 1.06% | 23 |
|
|
2023
Q2 | $1.26M | Sell |
11,726
-566
| -5% | -$60.7K | 1.08% | 23 |
|
|
2023
Q1 | $1.24M | Buy |
12,292
+41
| +0.3% | +$4.15K | 0.78% | 31 |
|
|
2022
Q4 | $1.2M | Sell |
12,251
-13
| -0.1% | -$1.28K | 0.78% | 33 |
|
|
2022
Q3 | $1.02M | Sell |
12,264
-135
| -1% | -$11.2K | 0.74% | 32 |
|
|
2022
Q2 | $1.08M | Sell |
12,399
-26
| -0.2% | -$2.27K | 0.73% | 34 |
|
|
2022
Q1 | $1.28M | Sell |
12,425
-338
| -3% | -$34.8K | 0.73% | 32 |
|
|
2021
Q4 | $1.35M | Buy |
12,763
+80
| +0.6% | +$8.46K | 0.73% | 33 |
|
|
2021
Q3 | $1.24M | Buy |
12,683
+186
| +1% | +$18.2K | 0.74% | 34 |
|
|
2021
Q2 | $1.28M | Sell |
12,497
-7
| -0.1% | -$717 | 0.78% | 31 |
|
|
2021
Q1 | $1.23M | Sell |
12,504
-907
| -7% | -$89.3K | 0.81% | 32 |
|
|
2020
Q4 | $1.19M | Sell |
13,411
-55
| -0.4% | -$4.87K | 0.85% | 28 |
|
|
2020
Q3 | $1.04M | Sell |
13,466
-39
| -0.3% | -$3K | 0.83% | 28 |
|
|
2020
Q2 | $928K | Sell |
13,505
-450
| -3% | -$30.9K | 0.82% | 30 |
|
|
2020
Q1 | $824K | Buy |
13,955
+1,610
| +13% | +$95.1K | 0.83% | 30 |
|
|
2019
Q4 | $1.01M | Sell |
12,345
-758
| -6% | -$61.8K | 0.9% | 27 |
|
|
2019
Q3 | $1.02M | Sell |
13,103
-67
| -0.5% | -$5.2K | 0.96% | 28 |
|
|
2019
Q2 | $1.02M | Sell |
13,170
-633
| -5% | -$49K | 1.09% | 21 |
|
|
2019
Q1 | $1.04M | Sell |
13,803
-1,810
| -12% | -$136K | 1.13% | 19 |
|
|
2018
Q4 | $1.01M | Sell |
15,613
-254
| -2% | -$16.4K | 1.29% | 17 |
|
|
2018
Q3 | $1.24M | Sell |
15,867
-199
| -1% | -$15.6K | 1.35% | 17 |
|
|
2018
Q2 | $1.15M | Sell |
16,066
-276
| -2% | -$19.8K | 1.34% | 17 |
|
|
2018
Q1 | $1.21M | Buy |
16,342
+29
| +0.2% | +$2.15K | 1.47% | 16 |
|
|
2017
Q4 | $1.23M | Buy |
+16,313
| New | +$1.23M | 1.53% | 17 |
|