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Industrial SPDR shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $72k 715 101.18
2022-12-31 $70k 715 98.21
2022-09-30 $76k 915 83.06
2022-06-30 $80k 915 87.43
2022-03-31 $130k 1.3k 102.77
2021-12-31 $134k 1.3k 105.93
2021-09-30 $124k 1.3k 98.02
2021-06-30 $130k 1.3k 102.77
2021-03-31 $34k 350 97.14
2020-12-31 $31k 350 88.57

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Industrial SPDR

LMR Partners
Gates Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Goldman Sachs Group
Elliott Investment Management
UBS Group
Wells Fargo & Company
LPL Financial
Migdal Insurance & Financial Holdings
Menora Mivtachim Holdings
Bnp Paribas Arbitrage, Snc
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Fisher Investments

View all funds holding Industrial SPDR