Wolff Financial Management’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 | $761K | Buy |
5,159
+3
| +0.1% | +$443 | 0.2% | 53 |
|
2025
Q1 | $676K | Hold |
5,156
| – | – | 0.19% | 54 |
|
2024
Q4 | $679K | Hold |
5,156
| – | – | 0.19% | 51 |
|
2024
Q3 | $698K | Hold |
5,156
| – | – | 0.19% | 52 |
|
2024
Q2 | $628K | Hold |
5,156
| – | – | 0.46% | 25 |
|
2024
Q1 | $649K | Hold |
5,156
| – | – | 0.19% | 55 |
|
2023
Q4 | $588K | Hold |
5,156
| – | – | 0.18% | 56 |
|
2023
Q3 | $523K | Hold |
5,156
| – | – | 0.18% | 61 |
|
2023
Q2 | $553K | Hold |
5,156
| – | – | 0.48% | 25 |
|
2023
Q1 | $522K | Hold |
5,156
| – | – | 0.18% | 65 |
|
2022
Q4 | $506K | Hold |
5,156
| – | – | 0.19% | 66 |
|
2022
Q3 | $427K | Hold |
5,156
| – | – | 0.19% | 71 |
|
2022
Q2 | $450K | Hold |
5,156
| – | – | 0.2% | 71 |
|
2022
Q1 | $531K | Hold |
5,156
| – | – | 0.21% | 70 |
|
2021
Q4 | $546K | Hold |
5,156
| – | – | 0.21% | 68 |
|
2021
Q3 | $504K | Buy |
+5,156
| New | +$504K | 0.44% | 24 |
|
2021
Q1 | $508K | Hold |
5,156
| – | – | 0.23% | 66 |
|
2020
Q4 | $457K | Hold |
5,156
| – | – | 0.24% | 62 |
|
2020
Q3 | $397K | Hold |
5,156
| – | – | 0.24% | 62 |
|
2020
Q2 | $354K | Hold |
5,156
| – | – | 0.23% | 63 |
|
2020
Q1 | $304K | Hold |
5,156
| – | – | 0.23% | 65 |
|
2019
Q4 | $420K | Hold |
5,156
| – | – | 0.28% | 58 |
|
2019
Q3 | $400K | Hold |
5,156
| – | – | 0.29% | 59 |
|
2019
Q2 | $399K | Hold |
5,156
| – | – | 0.31% | 57 |
|
2019
Q1 | $387K | Hold |
5,156
| – | – | 0.32% | 60 |
|
2018
Q4 | $332K | Buy |
+5,156
| New | +$332K | 0.32% | 61 |
|