Wela Strategies’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 | $6.41M | Buy |
43,452
+1,318
| +3% | +$194K | 2.53% | 9 |
|
|
2025
Q1 | $5.52M | Buy |
+42,134
| New | +$5.52M | 2.33% | 13 |
|
|
2024
Q4 | – | Sell |
-37,058
| Closed | -$5.02M | – | 75 |
|
|
2024
Q3 | $5.02M | Buy |
37,058
+6,582
| +22% | +$891K | 2.19% | 13 |
|
|
2024
Q2 | $3.71M | Buy |
30,476
+850
| +3% | +$104K | 1.73% | 14 |
|
|
2024
Q1 | $3.73M | Buy |
+29,626
| New | +$3.73M | 1.76% | 14 |
|
|
2017
Q2 | – | Sell |
-24,868
| Closed | -$1.62M | – | 33 |
|
|
2017
Q1 | $1.62M | Buy |
+24,868
| New | +$1.62M | 1.59% | 15 |
|