Industrial SPDR shares owned by Summit Financial
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.3M | 58k | 125.96 |
| 2023-12-31 | $6.7M | 58k | 113.99 |
| 2023-09-30 | $5.8M | 58k | 101.38 |
| 2023-06-30 | $6.1M | 57k | 107.32 |
| 2023-03-31 | $441k | 4.4k | 101.18 |
| 2022-12-31 | $379k | 3.9k | 98.21 |
| 2022-09-30 | $481k | 5.8k | 82.84 |
| 2022-06-30 | $437k | 5.0k | 87.34 |
| 2022-03-31 | $1000k | 9.7k | 102.98 |
| 2021-12-31 | $610k | 5.8k | 105.81 |
| 2021-09-30 | $588k | 6.0k | 97.84 |
| 2021-06-30 | $378k | 3.7k | 102.40 |