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Industrial SPDR shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 51k 155.12
2025-06-30 $7.0M 48k 147.52
2024-12-31 $6.2M 47k 131.76

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab International Equity Etf Etf (SCHF)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Columbia Research Enhanced Core Etf Etf (RECS)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Growth Etf Etf (VUG)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Ishares Core International Aggregate Bond Etf Etf (IAGG)

View all positions for BlueStem Wealth Partners

Top funds holding Industrial SPDR

Gates Capital Management
Jpmorgan Chase & Co
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
Migdal Insurance & Financial Holdings
Fisher Investments
Ameriprise Financial
Envestnet Asset Management

View all funds holding Industrial SPDR