Industrial SPDR shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 4.0k | 154.25 |
| 2025-06-30 | $578k | 3.9k | 147.53 |
| 2025-03-31 | $540k | 4.1k | 131.08 |
| 2024-12-31 | $550k | 4.2k | 131.75 |
| 2024-09-30 | $564k | 4.2k | 135.43 |
| 2024-06-30 | $506k | 4.2k | 121.87 |
| 2024-03-31 | $522k | 4.1k | 125.95 |
| 2023-12-31 | $554k | 4.9k | 114.00 |
| 2023-09-30 | $458k | 4.5k | 101.38 |
| 2023-06-30 | $484k | 4.5k | 107.33 |
| 2023-03-31 | $455k | 4.5k | 101.18 |
| 2022-12-31 | $391k | 4.0k | 98.21 |
| 2022-09-30 | $329k | 4.0k | 82.81 |
| 2022-06-30 | $353k | 4.0k | 87.46 |
| 2022-03-31 | $415k | 4.0k | 102.98 |
| 2021-12-31 | $426k | 4.0k | 105.84 |
| 2021-09-30 | $393k | 4.0k | 97.76 |
| 2021-06-30 | $421k | 4.1k | 102.31 |
| 2021-03-31 | $405k | 4.1k | 98.52 |
| 2020-12-31 | $304k | 3.4k | 88.45 |
| 2020-09-30 | $294k | 3.8k | 76.92 |
| 2020-06-30 | $203k | 3.0k | 68.44 |
| 2019-12-31 | $234k | 2.9k | 81.33 |