Industrial SPDR shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Industrial SPDR
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Industrial SPDR by TrueWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $356k | 2.8k | 125.96 |
2023-12-31 | $340k | 3.0k | 113.97 |
2023-09-30 | $583k | 5.8k | 101.38 |
2023-06-30 | $719k | 6.7k | 107.32 |
2023-03-31 | $1.1M | 11k | 101.18 |
2022-12-31 | $2.9M | 30k | 98.21 |
2022-09-30 | $2.4M | 29k | 82.85 |
2022-06-30 | $2.3M | 27k | 87.33 |
2022-03-31 | $2.1M | 22k | 95.98 |
2021-09-30 | $253k | 2.6k | 97.95 |
2021-06-30 | $257k | 2.5k | 102.51 |