Industrial SPDR shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Industrial SPDR
Tip: Access up to 7 years of quarterly data
All positions including Industrial SPDR held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Industrial SPDR by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 40k | 154.23 |
| 2025-06-30 | $6.1M | 41k | 147.52 |
| 2025-03-31 | $5.6M | 43k | 131.07 |
| 2024-12-31 | $3.8M | 29k | 131.76 |
| 2022-03-31 | $262k | 2.5k | 102.83 |
| 2021-12-31 | $270k | 2.5k | 105.97 |
| 2019-09-30 | $152k | 2.0k | 77.59 |
| 2019-06-30 | $1.3M | 16k | 77.44 |
| 2019-03-31 | $3.4M | 45k | 75.03 |
| 2018-12-31 | $2.9M | 46k | 64.42 |
| 2018-09-30 | $3.9M | 50k | 78.40 |
| 2018-06-30 | $2.6M | 37k | 71.62 |
| 2018-03-31 | $3.5M | 47k | 74.30 |
| 2017-12-31 | $3.4M | 45k | 75.67 |
| 2017-09-30 | $2.8M | 39k | 71.00 |
| 2017-06-30 | $2.3M | 34k | 68.11 |
| 2017-03-31 | $1.4M | 21k | 65.04 |
| 2016-12-31 | $1.2M | 20k | 62.22 |
| 2016-09-30 | $277k | 4.8k | 58.28 |
| 2016-06-30 | $250k | 4.5k | 56.09 |
| 2016-03-31 | $303k | 5.5k | 55.53 |
| 2015-12-31 | $329k | 6.2k | 53.09 |
| 2015-09-30 | $234k | 4.7k | 49.82 |
| 2015-06-30 | $773k | 14k | 54.05 |
| 2015-03-31 | $367k | 6.6k | 55.82 |
| 2014-12-31 | $1.4M | 24k | 56.57 |