Balance Wealth »

Industrial SPDR shares owned by Balance Wealth

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Industrial SPDR by Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 1.8k 161.73

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Select Sector Spdr Tr State Street Hea (XLV)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Global X Fds Artificial Etf (AIQ)
Select Sector Spdr Tr State Street Tec (XLK)
Wells Fargo & Company (WFC)

View all positions for Balance Wealth

Top funds holding Industrial SPDR

Goldman Sachs Group
Elliott Investment Management
Wells Fargo & Company
UBS Group
LPL Financial
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Phoenix Holdings
Menora Mivtachim Holdings
Gates Capital Management
Migdal Insurance & Financial Holdings
Fisher Investments
Ameriprise Financial
Citadel Advisors
Envestnet Asset Management

View all funds holding Industrial SPDR