WP Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

WP Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Buy	2,777 +9	+0.3%	+$1.33K	0.11%	82
2025 Q1	$363K	Buy	2,768 +8	+0.3%	+$1.05K	0.12%	82
2024 Q4	$364K	Buy	2,760 +14	+0.5%	+$1.85K	0.12%	78
2024 Q3	$372K	Sell	2,746 -355	-11%	-$48.1K	0.14%	78
2024 Q2	$378K	Sell	3,101 -170	-5%	-$20.7K	0.12%	86
2024 Q1	$412K	Buy	3,271 +10	+0.3%	+$1.26K	0.14%	83
2023 Q4	$372K	Buy	3,261 +18	+0.6%	+$2.05K	0.14%	80
2023 Q3	$329K	Buy	3,243 +13	+0.4%	+$1.32K	0.14%	78
2023 Q2	$347K	Buy	3,230 +13	+0.4%	+$1.4K	0.14%	78
2023 Q1	$325K	Buy	3,217 +13	+0.4%	+$1.32K	0.13%	80
2022 Q4	$315K	Buy	3,204 +16	+0.5%	+$1.57K	0.14%	84
2022 Q3	$264K	Buy	3,188 +15	+0.5%	+$1.24K	0.12%	93
2022 Q2	$277K	Buy	3,173 +14	+0.4%	+$1.22K	0.12%	88
2022 Q1	$325K	Buy	3,159 +10	+0.3%	+$1.03K	0.13%	88
2021 Q4	$333K	Buy	3,149 +12	+0.4%	+$1.27K	0.14%	87
2021 Q3	$307K	Buy	3,137 +10	+0.3%	+$979	0.13%	86
2021 Q2	$320K	Buy	3,127 +9	+0.3%	+$921	0.13%	82
2021 Q1	$307K	Buy	3,118 +10	+0.3%	+$985	0.13%	77
2020 Q4	$275K	Buy	3,108 +12	+0.4%	+$1.06K	0.13%	79
2020 Q3	$238K	Buy	3,096 +13	+0.4%	+$999	0.14%	72
2020 Q2	$212K	Buy	+3,083	New	+$212K	0.15%	69
2020 Q1	–	Sell	-4,059	Closed	-$331K	–	68
2019 Q4	$331K	Buy	4,059 +20	+0.5%	+$1.63K	0.34%	44
2019 Q3	$314K	Buy	4,039 +21	+0.5%	+$1.63K	0.36%	43
2019 Q2	$311K	Buy	4,018 +18	+0.5%	+$1.39K	0.35%	43
2019 Q1	$3K	Buy	4,000 +23	+0.6%	+$17	0.33%	40
2018 Q4	$256K	Buy	3,977 +24	+0.6%	+$1.55K	0.25%	47
2018 Q3	$310K	Buy	3,953 +5	+0.1%	+$392	0.29%	42
2018 Q2	$283K	Buy	3,948 +17	+0.4%	+$1.22K	0.27%	46
2018 Q1	$292K	Buy	3,931 +16	+0.4%	+$1.19K	0.32%	41
2017 Q4	$296K	Buy	3,915 +20	+0.5%	+$1.51K	0.29%	45
2017 Q3	$277K	Sell	3,895 -168	-4%	-$11.9K	0.21%	52
2017 Q2	$277K	Buy	4,063 +351	+9%	+$23.9K	0.2%	54
2017 Q1	$241K	Buy	3,712 +17	+0.5%	+$1.1K	0.15%	59
2016 Q4	$230K	Buy	+3,695	New	+$230K	0.16%	55