Weatherly Asset Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $395K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $449K | Sell |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $510K | Sell |
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|
2018
Q3 | $625K | Sell |
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|
2018
Q2 | $580K | Sell |
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|
2018
Q1 | $611K | Buy |
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|
2017
Q4 | $609K | Buy |
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|
2017
Q3 | $566K | Buy |
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|
2017
Q2 | $511K | Buy |
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|
2017
Q1 | $422K | Buy |
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