Waverly 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 | $8.01M | Buy |
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|
2025
Q2 | $7.02M | Buy |
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|
2025
Q1 | $5.78M | Sell |
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|
2024
Q4 | $6M | Buy |
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|
2024
Q3 | $5.91M | Buy |
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|
2024
Q2 | $5.2M | Buy |
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|
2024
Q1 | $5.17M | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $16K | Buy |
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