Wellspring Financial Advisors’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 | $1.7M | Sell |
11,554
-2,512
| -18% | -$371K | 0.17% | 47 |
|
|
2025
Q1 | $1.84M | Sell |
14,066
-13,987
| -50% | -$1.83M | 0.21% | 41 |
|
|
2024
Q4 | $3.7M | Buy |
28,053
+28
| +0.1% | +$3.69K | 0.39% | 33 |
|
|
2024
Q3 | $3.8M | Sell |
28,025
-901
| -3% | -$122K | 0.45% | 31 |
|
|
2024
Q2 | $3.53M | Sell |
28,926
-1,101
| -4% | -$134K | 0.48% | 28 |
|
|
2024
Q1 | $3.78M | Sell |
30,027
-2,321
| -7% | -$292K | 0.6% | 26 |
|
|
2023
Q4 | $3.69M | Sell |
32,348
-66,600
| -67% | -$7.59M | 0.92% | 28 |
|
|
2023
Q3 | $10M | Sell |
98,948
-331
| -0.3% | -$33.6K | 2.93% | 10 |
|
|
2023
Q2 | $10.7M | Sell |
99,279
-3,537
| -3% | -$380K | 3.01% | 10 |
|
|
2023
Q1 | $10.4M | Buy |
+102,816
| New | +$10.4M | 3.09% | 9 |
|