Wharton Business Group’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 | $13.9M | Sell |
94,116
-28,324
| -23% | -$4.18M | 0.59% | 38 |
|
|
2025
Q1 | $16M | Sell |
122,440
-388
| -0.3% | -$50.9K | 0.73% | 34 |
|
|
2024
Q4 | $16.2M | Sell |
122,828
-35
| -0% | -$4.61K | 0.73% | 34 |
|
|
2024
Q3 | $16.6M | Hold |
122,863
| – | – | 0.75% | 33 |
|
|
2024
Q2 | $15M | Buy |
122,863
+1
| +0% | +$122 | 0.77% | 33 |
|
|
2024
Q1 | $15.5M | Sell |
122,862
-109,715
| -47% | -$13.8M | 0.74% | 31 |
|
|
2023
Q4 | $26.5M | Buy |
232,577
+109,850
| +90% | +$12.5M | 1.33% | 18 |
|
|
2023
Q3 | $12.4M | Sell |
122,727
-10,779
| -8% | -$1.09M | 0.69% | 35 |
|
|
2023
Q2 | $14.3M | Sell |
133,506
-19,974
| -13% | -$2.14M | 0.94% | 27 |
|
|
2023
Q1 | $15.5M | Sell |
153,480
-1,301
| -0.8% | -$132K | 0.93% | 26 |
|
|
2022
Q4 | $15.2M | Sell |
154,781
-53,391
| -26% | -$5.24M | 0.88% | 26 |
|
|
2022
Q3 | $17.2M | Sell |
208,172
-1,170
| -0.6% | -$96.9K | 1.17% | 22 |
|
|
2022
Q2 | $18.3M | Sell |
209,342
-198,255
| -49% | -$17.3M | 1.21% | 22 |
|
|
2022
Q1 | $42M | Buy |
407,597
+142,541
| +54% | +$14.7M | 2.55% | 11 |
|
|
2021
Q4 | $28M | Buy |
265,056
+1,815
| +0.7% | +$192K | 1.73% | 15 |
|
|
2021
Q3 | $25.8M | Buy |
263,241
+591
| +0.2% | +$57.8K | 2.61% | 10 |
|
|
2021
Q2 | $26.9M | Buy |
262,650
+9,040
| +4% | +$926K | 2.1% | 14 |
|
|
2021
Q1 | $25M | Buy |
253,610
+24,620
| +11% | +$2.42M | 1.95% | 14 |
|
|
2020
Q4 | $20.3M | Buy |
228,990
+211,345
| +1,198% | +$18.7M | 1.66% | 17 |
|
|
2020
Q3 | $1.36M | Buy |
17,645
+2,310
| +15% | +$178K | 0.13% | 52 |
|
|
2020
Q2 | $1.05M | Sell |
15,335
-2,347
| -13% | -$161K | 0.1% | 55 |
|
|
2020
Q1 | $1.04M | Buy |
17,682
+1,645
| +10% | +$97K | 0.12% | 51 |
|
|
2019
Q4 | $1.31M | Hold |
16,037
| – | – | 0.12% | 49 |
|
|
2019
Q3 | $1.25M | Hold |
16,037
| – | – | 0.12% | 50 |
|
|
2019
Q2 | $1.24M | Hold |
16,037
| – | – | 0.13% | 50 |
|
|
2019
Q1 | $1.2M | Hold |
16,037
| – | – | 0.12% | 51 |
|
|
2018
Q4 | $1.03M | Sell |
16,037
-1,905
| -11% | -$123K | 0.12% | 53 |
|
|
2018
Q3 | $1.41M | Hold |
17,942
| – | – | 0.14% | 49 |
|
|
2018
Q2 | $1.29M | Hold |
17,942
| – | – | 0.13% | 50 |
|
|
2018
Q1 | $1.33M | Hold |
17,942
| – | – | 0.14% | 51 |
|
|
2017
Q4 | $1.24M | Hold |
17,942
| – | – | 0.13% | 58 |
|
|
2017
Q3 | $1.27M | Sell |
17,942
-21,808
| -55% | -$1.55M | 0.13% | 57 |
|
|
2017
Q2 | $2.71M | Hold |
39,750
| – | – | 0.29% | 49 |
|
|
2017
Q1 | $2.59M | Sell |
39,750
-770
| -2% | -$50.1K | 0.28% | 51 |
|
|
2016
Q4 | $2.52M | Buy |
40,520
+17,565
| +77% | +$1.09M | 0.3% | 50 |
|
|
2016
Q3 | $1.34M | Sell |
22,955
-25,345
| -52% | -$1.48M | 0.17% | 69 |
|
|
2016
Q2 | $2.71M | Sell |
48,300
-20,385
| -30% | -$1.14M | 0.32% | 57 |
|
|
2016
Q1 | $3.81M | Sell |
68,685
-895
| -1% | -$49.6K | 0.42% | 46 |
|
|
2015
Q4 | $3.69M | Sell |
69,580
-910
| -1% | -$48.2K | 0.36% | 54 |
|
|
2015
Q3 | $3.52M | Sell |
70,490
-19,360
| -22% | -$966K | 0.35% | 56 |
|
|
2015
Q2 | $4.86K | Buy |
89,850
+29,580
| +49% | +$1.6K | 0.32% | 53 |
|
|
2015
Q1 | $3.36M | Buy |
+60,270
| New | +$3.36M | 0.28% | 65 |
|