Wealthspire Advisors (New York)’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio XLI Stock Details XLI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Buy
2025 Q2	$986K	Buy
2025 Q1	$861K	Sell
2024 Q4	$914K	Buy
2024 Q3	$847K	Buy
2024 Q2	$229K	Sell
2024 Q1	$384K	Sell
2023 Q4	$380K	Buy
2019 Q1	–	Sell
2018 Q4	$7K	Buy