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