TrueWealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Sell |
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|
2025
Q2 | $300K | Sell |
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2025
Q1 | $285K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $257K | Buy |
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