SWMG LLC’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 | $357K | Buy |
2,310
+217
| +10% | +$33.5K | 0.12% | 86 |
|
2025
Q1 | $270K | Sell |
2,093
-493
| -19% | -$63.6K | 0.11% | 99 |
|
2024
Q4 | $363K | Sell |
2,586
-71
| -3% | -$9.96K | 0.14% | 89 |
|
2024
Q3 | $378K | Buy |
2,657
+111
| +4% | +$15.8K | 0.16% | 88 |
|
2024
Q2 | $310K | Buy |
2,546
+215
| +9% | +$26.2K | 0.14% | 77 |
|
2024
Q1 | $294K | Sell |
2,331
-1,425
| -38% | -$179K | 0.13% | 87 |
|
2023
Q4 | $428K | Buy |
3,756
+63
| +2% | +$7.18K | 0.2% | 64 |
|
2023
Q3 | $374K | Buy |
3,693
+415
| +13% | +$42.1K | 0.2% | 69 |
|
2023
Q2 | $352K | Buy |
3,278
+258
| +9% | +$27.7K | 0.18% | 63 |
|
2023
Q1 | $306K | Buy |
+3,020
| New | +$306K | 0.17% | 70 |
|