Industrial SPDR shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 4.0k | 135.45 |
| 2024-06-30 | $490k | 4.0k | 121.86 |
| 2024-03-31 | $471k | 3.7k | 125.95 |
| 2023-12-31 | $451k | 4.0k | 113.98 |
| 2023-09-30 | $721k | 7.1k | 101.38 |
| 2023-06-30 | $762k | 7.1k | 107.32 |
| 2023-03-31 | $717k | 7.1k | 101.19 |
| 2022-12-31 | $778k | 7.9k | 98.21 |
| 2022-09-30 | $655k | 7.9k | 82.83 |
| 2022-06-30 | $690k | 7.9k | 87.40 |
| 2022-03-31 | $1.5M | 15k | 102.95 |
| 2021-12-31 | $1.5M | 15k | 105.84 |
| 2021-09-30 | $1.5M | 15k | 97.84 |
| 2021-06-30 | $1.5M | 15k | 102.39 |
| 2021-03-31 | $1.5M | 16k | 98.44 |
| 2020-12-31 | $1.4M | 16k | 88.58 |
| 2020-09-30 | $239k | 3.1k | 77.12 |
| 2020-06-30 | $213k | 3.1k | 68.73 |