The Family Firm’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $276K | Buy |
|
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $230K | Buy |
|
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $225K | Buy |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $312K | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $346K | Buy |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $408K | Buy |
|
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|
2018
Q1 | $353K | Buy |
|
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|
2017
Q4 | $358K | Buy |
|
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|
2017
Q3 | $211K | Buy |
|
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|
2017
Q2 | $202K | Buy |
|
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $234K | Buy |
|
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|
2015
Q2 | $253K | Buy |
|
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $226K | Buy |
|