Valmark Advisers’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
$991K Buy
6,715
+1,031
+18% +$152K 0.01% 332
2025
Q1
$745K Buy
5,684
+2,006
+55% +$263K 0.01% 361
2024
Q4
$485K Buy
3,678
+623
+20% +$82.1K 0.01% 421
2024
Q3
$414K Buy
3,055
+529
+21% +$71.6K 0.01% 449
2024
Q2
$308K Buy
+2,526
New +$308K 0.01% 463