Wealthspire Advisors (New York)’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 | $986K | Buy |
6,685
+114
| +2% | +$16.8K | 0.01% | 386 |
|
|
2025
Q1 | $861K | Sell |
6,571
-363
| -5% | -$47.6K | 0.01% | 409 |
|
|
2024
Q4 | $914K | Buy |
6,934
+682
| +11% | +$89.9K | 0.01% | 388 |
|
|
2024
Q3 | $847K | Buy |
6,252
+4,370
| +232% | +$592K | 0.01% | 397 |
|
|
2024
Q2 | $229K | Sell |
1,882
-1,170
| -38% | -$143K | ﹤0.01% | 592 |
|
|
2024
Q1 | $384K | Sell |
3,052
-278
| -8% | -$35K | 0.01% | 475 |
|
|
2023
Q4 | $380K | Buy |
+3,330
| New | +$380K | 0.01% | 463 |
|
|
2019
Q1 | – | Sell |
-112
| Closed | -$7K | – | 815 |
|
|
2018
Q4 | $7K | Buy |
+112
| New | +$7K | ﹤0.01% | 598 |
|