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Industrial SPDR shares owned by Convergent Wealth Advisors

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

Historical chart of Convergent Wealth Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Industrial SPDR by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $3.2M 64k 49.89
2015-03-31 $1.0M 19k 55.77

More positions owned by Convergent Wealth Advisors

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Gates Capital Management
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
LPL Financial
Susquehanna International
Natixis
Healthcare Of Ontario Pension Plan Trust Fund
Churchill Management Corp.
Nomura Holdings
Barclays

View all funds holding Industrial SPDR