Wolff Financial 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 | $795K | Sell |
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|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $679K | Hold |
|
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|
2024
Q3 | $698K | Hold |
|
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|
2024
Q2 | $628K | Hold |
|
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|
2024
Q1 | $649K | Hold |
|
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|
2023
Q4 | $588K | Hold |
|
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $553K | Hold |
|
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|
2023
Q1 | $522K | Hold |
|
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|
2022
Q4 | $506K | Hold |
|
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|
2022
Q3 | $427K | Hold |
|
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|
2022
Q2 | $450K | Hold |
|
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|
2022
Q1 | $531K | Hold |
|
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $504K | Buy |
|
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $457K | Hold |
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|
2020
Q3 | $397K | Hold |
|
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|
2020
Q2 | $354K | Hold |
|
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $420K | Hold |
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|
2019
Q3 | $400K | Hold |
|
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|
2019
Q2 | $399K | Hold |
|
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|
2019
Q1 | $387K | Hold |
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|
2018
Q4 | $332K | Buy |
|